Wolakota Advisors

Wolakota Advisors is a Financial Planner in Ypsilanti, MI. The firm provides fee-only financial planning and psychotherapy services through founder Michael Rudy, who holds credentials as an Enrolled Agent, a Certified Financial Planner, and a Licensed Master Social Worker. Services include tax planning, tax preparation, insurance review, goal setting, investment strategies, estate planning, retirement planning, and college funding. The practice also offers psychoanalysis and psychotherapy to address complex financial and psychological issues. Wolakota Advisors is located at 878 Grove Rd and holds a rating of 3.70 based on customer reviews.

Michael Rudy brings over 30 years of experience in the financial services field and as a practicing psychotherapist to his work at the firm. Wolakota Advisors operates as a fee-only advisory service that integrates the work of a psychotherapist and a comprehensive financial planner. The firm was founded in 2006 with a mission to provide comprehensive financial and psychotherapeutic advice on a fee-only basis. The firm subscribes to and adheres to a Fiduciary Oath, promising to put client interests ahead of its own and to proactively bring potential conflicts of interest to the client’s attention.

Michael Rudy is an investment adviser representative for Wolakota, LLC, a Registered Investment Adviser with the State of Michigan. As an Enrolled Agent admitted to practice before the IRS, he handles personal tax planning, tax preparation, and representation in matters before the IRS. He was apprenticed to Bert Whitehead, creator of the Alliance of Cambridge Advisors financial planning system, and is a member of the National Association of Personal Financial Advisors. The firm does not sell insurance, stock, bonds, mutual funds, real estate, or limited partnerships; compensation comes exclusively from a fee.

Wolakota Advisors combines financial planning with psychotherapy to address the emotional aspects of money management. This unique approach serves clients in Ypsilanti, MI, who seek objective advice from a fiduciary.

The firm’s integration of fiduciary financial planning and psychotherapy addresses the emotional challenges of money management for clients in Ypsilanti.

Wolakota Advisors sits on Grove Road in Ypsilanti, MI, near South Grove Street and about half a mile from Ypsilanti Community Middle School and Woodruff’s Grove.

BizScoreAI gave the firm a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and describes its pages so AI assistants can quote the content directly. The business also earned a Technical score of 94 out of 100.