Wolakota Financial Advisors

At Wolakota Advisors, we believe that financial planning and psychotherapy are intricately linked. Our founder, Michael Rudy, brings over 30 years of experience in both fields to provide comprehensive financial and psychotherapeutic advice to our clients. As a fee-only advisory firm, we are committed to putting our clients' interests first, providing objective advice and guidance to help them achieve their financial goals.

Our Services

We offer a wide range of financial services, including tax planning and preparation, insurance review, goal setting, investment strategies, estate planning, retirement planning, and college funding. Our counseling services include psychoanalysis and psychotherapy, designed to help individuals address complex emotional and psychological issues that may be impacting their financial decisions.

Our Approach

Our approach is unique in that we integrate financial planning and psychotherapy to provide a holistic approach to financial wellness. We believe that financial decisions are often driven by emotional and psychological factors, and that by addressing these underlying issues, individuals can make more informed and effective financial decisions. Our goal is to help our clients achieve financial peace of mind, and to provide them with the tools and resources they need to make progress towards their goals.

Our Values

At Wolakota Advisors, we are committed to providing our clients with objective, unbiased advice and guidance. We believe in the importance of transparency and honesty, and we are dedicated to creating a safe and supportive environment for our clients to explore their financial and emotional concerns. We are also committed to ongoing education and training, ensuring that our clients receive the most up-to-date and effective advice and guidance available.

Our Mission

Our mission is to provide comprehensive financial and psychotherapeutic advice to individuals and families, helping them to achieve financial peace of mind and to make progress towards their goals. We aim to create a collaborative and supportive environment, where our clients feel empowered to make informed financial decisions and to address the emotional and psychological issues that may be impacting their financial well-being.