Wolakota Advisors

Wolakota Advisors is a financial planner in Ypsilanti, Michigan, offering comprehensive financial planning and psychotherapy services. With over 30 years of combined experience in financial services and psychotherapy, the firm is led by Michael Rudy, who provides tax planning and preparation, insurance review, goal setting, investment strategies, estate planning, retirement planning, and college funding. The firm also delivers psychotherapy and psychoanalysis, integrating mental and financial well-being into a single, holistic advisory approach. Serving clients across the Ann Arbor area, Wolakota Advisors operates as a fee-only advisory firm, ensuring objective, client-focused guidance without commissions or conflicts of interest. The firm holds a 3.70 rating based on customer reviews.

Michael Rudy, the founder and principal, is a certified financial planner (CFP), enrolled agent (EA), and licensed master social worker (LMSW), with credentials including registration as an investment adviser representative with the State of Michigan. He is a member of the National Association of Personal Financial Advisors, a leading fee-only financial planning organization. His background includes apprenticeship under Bert Whitehead, developer of the Alliance of Cambridge Advisors system. The firm’s approach emphasizes transparency, fiduciary responsibility, and the integration of emotional and financial health, recognizing that financial decisions are deeply personal and often influenced by psychological factors.

The office is located at 878 Grove Road in Ypsilanti, situated about 0.2 miles from South Grove Street and approximately 0.5 miles from Ypsilanti Community Middle School, Woodruff’s Grove memorial, and Haab Brothers Memorial Park. The site is also near the former Ford Water Treatment Plant, a local landmark within a half-mile radius.

Though no score strengths are listed, the firm’s long-standing presence, specialized dual expertise in finance and therapy, and commitment to fee-only advisory practices reflect a distinctive service model in the region. Wolakota Advisors stands out in Ypsilanti for combining financial guidance with psychological insight, helping clients achieve lasting financial and emotional well-being.