We’re proud to share that ACT Advisors has been recognized through LPL Financial’s 2025 Summit Club, an honor reserved for a select group of advisory firms nationwide. This recognition reflects the collective work of the ACT Advisors team and our shared commitment to disciplined planning, proactive risk management, and long-term partnership with our clients. In an environment shaped by constant change, our focus remains steady: helping individuals and families make informed decisions with clarity and confidence.
At ACT Advisors, our approach is built around planning first. We believe strong outcomes start with understanding what matters most to our clients, then aligning investment management, tax-aware strategies, retirement planning, estate considerations, and ongoing guidance around those goals. That philosophy guides every conversation and every recommendation. This milestone also highlights the strength of our team-driven model. From planning and portfolio strategy to operations and client service, each member of ACT Advisors plays a role in delivering a cohesive, well-coordinated experience designed to protect what matters most.
ACT Advisors has partnered with LPL Financial for several years, leveraging its technology, research, and operational support to enhance our planning capabilities while preserving the independence and fiduciary focus that define our firm. We’re grateful for the trust our clients place in us and for the dedication of our team. Recognition like this marks progress—but our focus remains firmly on the work ahead and the responsibility we carry for the families and organizations we serve.
LPL Financial Summit Club recognition is determined by LPL Financial based on annual production criteria. The recognition does not evaluate the quality of advice, client experience, or investment performance, and is not indicative of future results. No client endorsement or testimonial is implied.
