Founded by Matt Stark, Act Two Financial Advisors operates as a fee-only fiduciary, meaning they are legally and ethically bound to act in their clients' best interests. The firm specializes in helping clients navigate their "second act" in life, which often involves major transitions like retirement, career changes, or selling a business. Their services are built around a comprehensive financial planning process that integrates investment management, retirement planning, tax strategies, and estate planning to help clients achieve their long-term financial goals.

Founded in

United States