Our History

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Highlights

REGISTERED INVESTMENT ADVISOR

INDEPENDENT SINCE 2006

TEAM APPROACH

Milestones

2006
Charleston, SC Office Established

2008
Asheville, NC Office Established

2009
Acquisition of firm in Franklin, NC

2010
Expansion into Greenville, SC

2012
Acquisition of firm in Greenville, SC

2013
Acquisition of firm in Charleston, SC

2014
RIA Registration and formation of ACT Advisors. Acquisition of firm in Greenville, SC.

2015
Acquisition of firm in Charleston, SC

2018
Acquisition of firm in Raleigh, NC

Our Story

Doug English grew up around investments and taxes. As a child, dinnertime discussions often revolved around activities at English Financial Services, the financial planning firm owned and operated by his mother, Shirley, in Upstate New York. Her passion was infectious; consequently, this was the only career choice Doug ever considered. Following in his mother’s footsteps, he went to work in the field of financial planning and obtained his CFP® designation in 1997.

After working for 10 years with South Carolina Federal Credit Union, Doug partnered with LPL Financial and founded Scientific Investors in 2006, pursuing his life’s dream of creating an independent, retirement-focused wealth management firm.

After over 8 years at CUNA Mutual, Wes Johnson, CFP® joined our team in 2013 and brought with him his enthusiasm for investments and financial planning.

In 2014, we became a Registered Investment Adviser (RIA) and ACT Advisors was founded. With the creation of ACT Advisors, we are now able to offer our clients more services and options than ever before.

In 2015, Neil Lambert, RFC® joined the ACT Advisors team servicing clients out of the Charleston office. Associate Wealth Advisor Pat Latta also joined ACT Advisors in 2015. He services clients out of our Asheville office.

In 2018, ACT Advisors was happy to welcome Timothy J. Mowrey, CFP® to the team. Tim founded his own Registered Investment Advisor (RIA) firm in 1992 and provides wealth management services to his clients residing in six states. Tim is based in Raleigh, NC.

Today the entire staff of ACT Advisors passionately and diligently serve our clients, collaborating to help our clients achieve what they aspire and thrive.

Doug English, Pat Latta, Wes Johnson
Financial Advisors Doug English, Pat Latta, and Wes Johnson meet in our Asheville office.
Doug English Seminar
Doug English, CFP® presents our annual outlook seminar to a group of our clients in Charleston, SC.