Wealth Advisor
Fee-only fiduciary financial advisor, based in Asheville, NC—serving clients nationwide.
Pat Latta is a Wealth Advisor at ACT Advisors with more than 20 years of experience helping clients prepare for and transition into retirement. Based in Asheville, he focuses on creating clear, goal-driven strategies to help clients make confident financial decisions.
I usually meet with clients virtually, but I also offer in person meetings in Asheville—making it easy to stay connected no matter where you live.
I work closely with individuals and families who are retired or approaching retirement, helping them prepare for life’s transitions with clarity and confidence.
I specialize in guiding clients through pivotal life changes such as career shifts, preparing for retirement, and transitioning into retirement itself. I take the time to understand both the financial and personal impact of these changes, then create strategies that bring together investments, retirement income, and tax planning. By making sure each step fits into the bigger financial picture, I help clients move through these transitions with confidence and clarity.
We believe every financial decision should connect back to the bigger picture. Our planning process combines retirement income strategies, investment management, tax awareness, insurance and risk review, and estate considerations into one coordinated plan. By weaving these elements together, we can help clients simplify complexity and move forward with clear, actionable steps toward their long-term goals.
With over 20 years as a financial advisor, Pat Latta’s experience and knowledge make him a valuable resource for his clients. Pat specializes in retirement planning strategies for clients who will be retiring in the next 15 years or who are already retired.
As a former retirement plan advisor, Pat is experienced with employer benefits available to working professionals. Pat is the former plan administrator for Mission Hospital where he helped over 5,000 employees plan for their retirement.
Pat served as the financial advisor on United Services Credit Union’s 401(k) plan where he worked with credit union executives and employees. He was a USCU board member for 5 years and was Board Chairman for 2 years. Pat also established and managed in-house brokerage services for USCU’s members, and has been a credit union member for over 20 years.
Pat became an Investment Advisor Representative (IAR) with ACT Advisors® in 2015.
Pat holds the following registrations, licenses and professional designations:
The Latta family has lived in the Asheville area for over 30 years.
Check the background of this firm and its advisors on adviserinfo.sec.gov and at brokercheck.finra.org.
ACT Advisors® — Asheville, NC headquarters • Serving clients nationwide • Office: (828) 398-2802 • Contact us