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Wolakota Financial Advisors
Wolakota Advisors is a personal, fee-only advisory firm that integrates comprehensive financial planning with psychotherapeutic advice. The firm offers...
Overview
Wolakota Advisors is a personal, fee-only advisory firm that integrates comprehensive financial planning with psychotherapeutic advice. The firm offers services including tax planning and preparation, investment strategies, estate planning, retirement planning, and counseling such as psychotherapy and psychoanalysis. Michael Rudy addresses both complex financial and psychological issues on a fee-only basis.
General information
Year founded
2006
Location
Country
United States
City
Ypsilanti
Principals
Michael Rudy
EA, CFP, LMSW — Founder and Principal
Frequently asked questions
What is the known geographic footprint of Wolakota Financial Advisors?
No office addresses, cities, or regions have been disclosed in any public source. The firm's name does not correspond to any known registered address.
How does Wolakota Financial Advisors source deals?
No information is available regarding deal sourcing, direct investments, or fund commitments. The firm has no known public deal or partnership record.
Is Wolakota Financial Advisors associated with any specific wealth origin?
The underlying wealth origin is not disclosed. The name "Wolakota" has no verifiable link to a specific family, company, or industry.
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