A complete list of active advisors currently associated with ACT Advisors

Warmer can help you find a great advisor at ACT Advisors or one who fits your needs even better.

ACT Advisors serves individual investors — including high‑net‑worth and non‑HNW clients — as well as employer‑sponsored plan participants and plan sponsors, providing discretionary investment management, retirement plan consulting, and financial planning/consulting services. Their standard engagement combines investment management with limited financial planning when requested, and they will engage or recommend independent advisers for specialized services when appropriate. The firm implements portfolios using a combination of fundamental and technical analysis alongside Modern Portfolio Theory, tailoring allocations and ongoing supervision to each client’s stated objectives and risk tolerance. ACT typically manages accounts on a discretionary basis, offers participant‑level advice and rebalancing within employer plans, and monitors third‑party managers when assets are allocated to independent advisers. The brochure discloses several less common practices: ACT actively solicits client reviews (it asks clients to post Google reviews and states it does not compensate reviewers) and it uses promoters for client referrals, with written disclosures and compensation paid from the firm’s fees. It also describes arrangements such as paying for certain EncorEstate Plans services for clients and receiving support or compensation from product sponsors and custodians, and it discloses the conflicts those arrangements create and how they are addressed.

To learn more about the advisors currently working at ACT Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.