Business Details
50+ Years
experience
Your Trusted Partner for Financial & Counseling Services
Wolakota Advisors is a fee-only advisory firm founded in 1973, integrating comprehensive financial planning with psychotherapeutic expertise. With over 30 years of experience in financial services and as a practicing psychotherapist, Michael Rudy addresses complex financial and psychological issues. Our fiduciary oath ensures client interests are prioritized, offering objective recommendations without commission-driven incentives. We specialize in retirement planning, estate planning, college funding, and psychoanalysis, tailored to individual needs. Our approach combines financial knowledge with emotional insight to resolve money-related concerns.Located in Ypsilanti, Michigan, we serve clients in the Ann Arbor area and beyond. We adhere to strict confidentiality standards, including HIPAA compliance for counseling services. Our fee-only structure eliminates conflicts of interest, ensuring transparent and ethical advice. Client testimonials highlight our compassionate, results-driven approach to financial and mental well-being. We provide personalized solutions for long-term financial peace of mind.
Services
Financial Planning
Retirement Planning
Estate Planning
Psychotherapy
College Funding
Details
- Year established: 1973
Highlights and features
- We offer 30+ years of combined financial and psychotherapeutic expertise.
- Our fee-only fiduciary structure eliminates conflicts of interest.
- We uniquely integrate financial planning with emotional well-being strategies.
- Personalized solutions for retirement, estate, and college funding needs.
- Strict adherence to confidentiality and ethical advisory standards.
What people say
Competent
Compassionate
Caring
Life-changing
Informed
Services
Financial Planning
Our fee-only financial planning service creates tailored strategies for retirement, estate, and college funding. We analyze your unique situation to develop objective, conflict-free investment approaches. With over 30 years of experience, we prioritize long-term financial stability through transparent, fiduciary-driven advice.
Psychotherapy
We offer goal-oriented psychotherapy addressing financial stress and emotional barriers to wealth management. Our HIPAA-compliant sessions focus on resolving specific issues through evidence-based therapeutic techniques. This service complements financial planning by addressing psychological factors affecting financial decisions.
People
Michael Rudy
Financial Advisor & Psychotherapist
Michael Rudy combines 30+ years of financial services experience with psychotherapy expertise. He founded Wolakota Advisors in 1973, specializing in fee-only financial planning and emotional well-being counseling. His integrated approach addresses both practical and psychological aspects of money management.
Questions
What services do you offer?
We provide fee-only financial planning (retirement, estate, college funding) and psychotherapy services addressing money-related emotional challenges.
Are you a fiduciary?
Yes, we adhere to a fiduciary oath prioritizing client interests and disclosing potential conflicts of interest.
Do you accept insurance for counseling?
No, our counseling services operate on a private pay, fee-only basis.
How are you different from other advisors?
We uniquely combine financial planning with psychotherapy to address both practical and emotional aspects of money management.
Is psychotherapy required with financial planning?
No, services are offered separately. We help clients determine which service best meets their needs.
Reviews (3)
Scott A. Baker
Aug 25, 2020
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My wife and I have been clients of Michael for the past 10 years, and we have never been happier with the service, council, and exceptional advice that has been provided has lead us to a financially secure position. His personal interest in my wife and Is life has also been refreshing. We have seen Michael for many different financial reasons and have always been completely satisfied. Recommend Michael to our parents and he assisted my father with a tricky business matter that my benefited my father and made his process easier than anticipated. Overall, we cannot recommend Michael enough for
Chris Sand
Oct 12, 2016
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Tried to charge me triple what Capstone financial of saline did, failed to take deductions where applicable, and made fun of my income level.
Eve Aronoff
Jun 12, 2016
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Michael Rudy, of Wolakota Advisors, has prepared my taxes and provided me with financial planning advice for well over 10 years. He is the rare person that combines exceptional knowledge with being personally invested in getting the best results. I am the Chef/ Owner of two restaurants with somewhat complicated taxes. I started working with Michael before I had opened either and he has worked with me along the way helping me get on my feet and then develop and grow my businesses. Michael has always been kind and generous with his time and advice and I recommend him most highly - Michael truly goes
