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.
Pat Latta has been my financial advisor for quite a few years. He is incredibly good at his job & has always steered me in the right direction. I also feel like he genuinely cares about my whole story, not just the financial part. He's a great man & I highly recommend him. He has really helped me with my finances and he's so easy to talk to about anything money related, but also anything in general. His caring nature always shines through & that means a lot to me. Thanks Pat!
Karis WalkerI have been a client of Doug English for 29 years. He is the most knowledgeable and caring investment professional I have every done business with. ACT Advisors is a top notch firm and LPL’s scientific approach to investing is tried and true. Without Doug’s guidance and expertise I would not be enjoying my retirement days free of financial worry. My family and I are truly grateful for him and his organization!!
James McDanielMr. Doug English, CFP of Act Advisors of Wealth Management, has been our financial advisor for the last 18 years, even before he moved to LPL. He had always provided sound advice, specifically designed for us, ensuring our financial and other life goals. We are immensely proud to learn that he has been included in LPL Financials’ Chairman’s Council, moving him to the top 1% of the LPL’s 21,000 strong nationwide network. His getting this honorable recognition demonstrates his expertise, hard work, and commitment to his clients to achieve their financial goals, that we have seen from day one till to date. His approach built with knowledge and trust is so unique and that has brought satisfaction to his clients including us. We have always felt that Doug and his group are with us during all circumstances. Being proud members of his leadership team, we are incredibly happy to say, “Our Hearty congratulations to Doug, and wish him the best”. Sincerely, Shaila n Vijay Shroff
Vijay ShroffPat 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.
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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.