More strategy. More clarity. More of what matters—delivered by a fee-only fiduciary financial planning and investment management firm that puts your interests first.
We help successful families, executives, and professionals simplify complex finances, pursue tax-efficient strategies, and plan for what’s next.
Your financial life is complex—and moving fast. If you value strategy, clarity, coordination, and expert partnership, you’re in the right place.
You’re managing a demanding career, and your compensation reflects it—stock options, RSUs, deferred compensation plans, and bonuses that carry real opportunity and real risk. You want to reduce tax friction, align benefits with long-term goals, and make informed financial decisions without pressure or product sales. We help design strategies to address complexity and support your financial goals.
You have significant assets or income, growing complexity, and the responsibility that comes with both. You may be navigating major life events—retirement, a business sale, inheritance, or preparing to transfer wealth to the next generation. You want integrated advice that connects investments, taxes, estate planning, and legacy goals. We provide thoughtful collaboration, clear guidance, and a relationship grounded in trust.
You’ve built a mission-driven career and earned benefits like 457 plans or split-dollar arrangements—benefits that require specialized, objective guidance. You want advice that aligns with your values, reduces unnecessary tax exposure, and takes advantage of your Tax Delta™ superpower. We understand the credit union movement and help you uncover opportunities within your current benefits package—so it works as hard for you as you do for your members.
We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.
We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.
These reviews reflect the care, clarity, and professionalism we bring to every relationship. We encourage feedback—but never compensate or edit what’s shared. What you read here is 100% authentic. You can read more of our reviews here.
We have been with ACT Advisors for over 15 years, and we are delighted with the growth of our portfolio during that time. The ACT team is always available to talk with us whenever we need advice, and their thorough analysis of market conditions is very sound. We would recommend anyone looking for a financial advisor to look into ACT Advisors - they have a proven track record.
Mike ChodnickiMy financial advisor, Pat Latta was very helpful during the financial review. He listened carefully, was patient, concise, answered all of my questions and offered advise when asked. He was hopeful about the future. Overall a good experience.
Elizabeth HillmanI welcome this opportunity to share my high regard for Doug English and Act Advisors. I have been a client for decades. I’m now comfortable and really enjoying my retirement . This is all thanks to Dough and Act Advisors. Any time, under any circumstances you will receive help both professionally and personally. These professionals will work to protect and grow your wealth. You will not be treated as a commodity. All calls are returned, all questions answered, solutions options offered. Honestly I am not the best customer. Money makes me nervous and I haven’t always done my part. Yet here I am enjoying my life and family because of Doug and all those who work at Act Advisors have helped me. Please investigate Act Advisors and give them a chance to help you reach your financial goals. One of my best life decisions has been Doug English and Act Advisors
MARY JANE KearneyI have been a client of Doug English for 29 years. He is the most knowledgeable and caring investment professional I have every done business with. ACT Advisors is a top notch firm and LPL’s scientific approach to investing is tried and true. Without Doug’s guidance and expertise I would not be enjoying my retirement days free of financial worry. My family and I are truly grateful for him and his organization!!
James McDanielThese reviews are from current ACT Advisors clients who were not compensated for their feedback. Client experiences may vary and are not indicative of future results. Reviews appear as posted on a third-party site without editing.
From your first meeting to every milestone ahead, our team is here to offer steady guidance and exceptional service.
See Around Corners. Navigate with Clarity.
January 2026 opened with modest stock market gains and stable bond performance. Doug English of ACT Advisors reviews market activity and outlines how portfolios and financial planning are being approached in February.
The Federal Reserve (Fed) enters 2026 navigating potentially constrained policy conditions as resilient growth and above‑trend inflation intersect with an increasingly unsustainable fiscal trajectory. Fed
In this episode of C.U. On The Show, Doug English speaks with Elizabeth Wadsworth of Velera about the evolving role of artificial intelligence in credit unions. The conversation focuses on AI agents, responsible AI governance, and how credit unions can evaluate emerging technologies in a way that aligns with their mission, risk posture, and strategic goals.
Doug English, Certified Financial Planner™ with ACT Advisors, recently joined South Carolina Business Review to share his perspective on what investors may want to consider in 2026.
We don’t believe in sales pressure or one-size-fits-all advice.
Just a thoughtful conversation about where you are, what’s ahead, and whether we’re the right partner to help.