Welcome to Acts Financial Advisors

Acts Financial Advisors provides financial advisory services for both individual and institutional clients. Our mission is to deliver and implement evidence-based, holistic financial planning to help our clients achieve their financial goals. Our clients primarily tend to be physicians, entrepreneurs, and small/medium-sized businesses.

For individuals, we provide comprehensive financial planning with an emphasis on reducing tax bills and optimizing savings and investment strategies. AFA will also analyze insurance needs, inheritance and estate planning, retirement/college savings plans, and real estate investments.

For institutions, we provide business consulting services to optimize operations, enhance cash flow and maximize business valuations for exit planning.