Our Values

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You Aspire, We Listen.

You Aspire

We build relationships anchored in trust. We listen to learn who you are—your goals, values, passions and beliefs. We help you map the path to your dreams and encourage you to stay the course, giving you experienced guidance along the way.

We Collaborate.

We Collaborate

Our experienced advisors work for you as a team, and also collaborate with your CPA, lawyer, and other professionals. With our integrative approach, we create a customized plan based on your complete financial situation. With our focus on identifying and minimizing risk, and by building low total cost investment portfolios, we work to help you get the most out of your investments.

You Thrive, We Help Protect.

Thrive

With ACT Advisors as your advocate, you will be empowered to thrive—to pursue the future, with confidence, on your own terms. We believe you will find comfort in our consistent integrity and find new freedom to focus on you: your family, your goals, your journey, your legacy.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ACT Advisors, a registered investment adviser. ACT Advisors is a separate entity from LPL Financial.