We have the great pleasure of announcing that Mowrey Investment Management, a Raleigh, NC based fee-only financial planning and investment management firm, has recently joined the ACT Advisors, LLC fee-only RIA team.
This is a union of two firms with strengths that are highly complementary and focused on providing an expansive set of services to all of our clients while adhering to the fiduciary standard. Both firms are extremely proud of the quality of our advisors, dedicated to the highest standards, and committed to our clients.
“We are pleased to have Tim Mowrey joining our team,” said ACT Advisors founder Doug English, CFP®. “I believe his commitment to offering personal service and trusted guidance aligns with our firm’s values and vision to put clients’ best interests first.”
To learn more about Mowrey Investment Management owner and Certified Financial PlannerTM practitioner Tim Mowrey, CFP®, please visit https://act-advisors.com/about-us/our-team/timothy-j-mowrey-cfp/.
We hope you will join us in celebrating this major milestone as it provides a tremendously exciting opportunity for us and all our clients. Clients can expect from our combined resources the same focus and the same high-quality service. One thing that will change is the level of flexibility we can offer. Now with offices in Asheville, Raleigh, Charleston, and Greenville, SC, ACT Advisors, LLC continues to expand to offer our clients a range of expertise and a quality of service unmatched by other advisory firms.