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ACT Advisors®

ACT Advisors is a fee-only fiduciary wealth management firm with offices in Asheville, NC, and Charleston, SC, serving clients nationwide. Founded on the principles of integrity and trust, ACT Advisors provides comprehensive financial planning and investment management. Our team specializes in guiding credit union executives, senior executives, and high-net-worth individuals and families through the complexities of retirement planning, tax strategy, estate planning, and investment management. With a forward-looking approach, we design strategies that help protect wealth, reduce risk, and optimize opportunities for long-term success. As fiduciaries, we operate with a singular obligation—to put our clients’ best interests first. Whether through custom financial plans, strategic investment allocation, or our innovative ACT on Demand subscription planning service, we empower clients to gain clarity, control, and confidence in their financial future. At ACT Advisors, we don’t just manage money—we help leaders, families, and organizations make smarter decisions, safeguard legacies, and stay focused on what matters most.

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Categories

  • Wealth management (primary)
  • Estate planning
  • Financial Services & Insurance

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Registry verification: Not Registry Verified

Directory score: 85

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