More strategy. More clarity. More of what matters—delivered by a fee-only fiduciary financial planning and investment management firm that puts your interests first.
We help successful families, executives, and professionals simplify complex finances, pursue tax-efficient strategies, and plan for what’s next.
Your financial life is complex—and moving fast. If you value strategy, clarity, coordination, and expert partnership, you’re in the right place.
You’re managing a demanding career, and your compensation reflects it—stock options, RSUs, deferred compensation plans, and bonuses that carry real opportunity and real risk. You want to reduce tax friction, align benefits with long-term goals, and make informed financial decisions without pressure or product sales. We help design strategies to address complexity and support your financial goals.
You have significant assets or income, growing complexity, and the responsibility that comes with both. You may be navigating major life events—retirement, a business sale, inheritance, or preparing to transfer wealth to the next generation. You want integrated advice that connects investments, taxes, estate planning, and legacy goals. We provide thoughtful collaboration, clear guidance, and a relationship grounded in trust.
You’ve built a mission-driven career and earned benefits like 457 plans or split-dollar arrangements—benefits that require specialized, objective guidance. You want advice that aligns with your values, reduces unnecessary tax exposure, and takes advantage of your Tax Delta™ superpower. We understand the credit union movement and help you uncover opportunities within your current benefits package—so it works as hard for you as you do for your members.
We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.
We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.
These reviews reflect the care, clarity, and professionalism we bring to every relationship. We encourage feedback—but never compensate or edit what’s shared. What you read here is 100% authentic. You can read more of our reviews here.
I retired early with a little trepidation as perhaps many people do. A friend had been singing their praises to me for years. I kept my 401K with my employer for a while but after thinking about it, I decided to talk with someone from Act. I am so glad that I did. I looked over all the material that they provided me, free of charge I might add, and was impressed with the breadth of services and attention to detail they provide. But I think what really sold me is the fact that they are a fiduciary firm. They, by their charter, must have their clients interests as the basis of all the actions they take. And the fact that how they make more money for themselves is wholly dependent on them making more money for their clients. I can wholeheartedly recommend the Act Advisers team to help with any financial situations in your life.
Robert SteckPat Latta is always keeping my risk threshold in mind and he is aware of my husband's health issues. He performs his job with professionalism and attention to detail. He knows what is important to me in investing practices.
Carol JohnsonDoug English and everyone at ACT Advisors are simply the BEST!!! They are incredibly knowledgeable about all aspects of the financial arena and investing. Doug has spent his entire career in this profession and it shows. I doubt there is anything that he doesn't know. His team is personable, professional and super easy to work with. I feel so fortunate to have been referred to this amazing team. I am super happy to be their client and highly recommend them without reservation. These folks are the BEST...!!!
Jody FerrillPat Latta has been our advisor for many years. Respect and Trust in him goes without saying. We look forward to seeing him every time we have an appointment. He has always given us great advise. Thank you so much, Mr. Latta. Always, Tom and Ginny
Tom AckerThese reviews are from current ACT Advisors clients who were not compensated for their feedback. Client experiences may vary and are not indicative of future results. Reviews appear as posted on a third-party site without editing.
From your first meeting to every milestone ahead, our team is here to offer steady guidance and exceptional service.
See Around Corners. Navigate with Clarity.
The S&P 500 settled a whirlwind July moderately lower but maintained healthy year-to-date gains. Just one month into the second half, some of our key
July brought broad declines across stocks and bonds. Doug English, CFP®, shares ACT Advisors’ qualified outlook, a QQQ Technology Index update, and a secure tax-return upload reminder.
In this episode of C.U. On The Show, host Doug English speaks with Tansley Stearns, president and CEO of Orsa credit union, and Jamie Jackson, founder and CEO of Arkatechture.
Doug English and guests discuss CUltivate AI, a credit union-focused CUSO, and AI governance, transparency, privacy and practical use cases.
We don’t believe in sales pressure or one-size-fits-all advice.
Just a thoughtful conversation about where you are, what’s ahead, and whether we’re the right partner to help.