U Advisors and Woita & Associates Merge to Become North Point Advisor Group

U Advisors and Woita & Associates announced today they have merged as of Jan. 1, 2021, to become North Point Advisor Group. The new firm will offer financial planning, wealth management, estate planning, tax planning services, retirement planning, and risk management services.
“We’ve had a great partnership with the team at Woita & Associates over the years and saw a unified vision for the future. Ultimately, that meant coming together to offer the marketplace a modern solution for financial services,” explained CEO, Michael Dolezal.
This merger of peers brings two firms together united around a foundational belief that a client’s goals should be at the center of every action. With a systematic approach to client service and a passion for growth, North Point Advisors is positioned to be a regional leader in the financial services industry.
“We are excited for the future of this new firm. We believe we can offer our clients and team the direction they’re looking for as they plan for their future,” explained President of Business Development, David Hopkins.
North Point Advisor Group will be led by their existing partners and leadership teams including; Michael Dolezal as CEO, David Hopkins as President of Business Development, and Paul Woita as President of Advisor Development. They will serve individual and small business clients across the Midwest with two locations and 15 employees, including six advisors.
About North Point Advisor Group
North Point Advisor Group is a modern financial services firm that believes in taking a comprehensive approach to working with clients. Built on the foundational belief that a client’s financial planning should encompass investment, tax and estate planning, the team at North Point works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, North Point’s team systematically works with you throughout the years as you strive towards your financial goals.
About U Advisors
Established in 2012, U Advisors is an independent financial services firm. Committed to helping people create solutions for their retirement assets, U Advisors works to understand a client’s risk tolerance, time horizon, and goals in order to develop a program that carefully balances investment strategies that seek to preserve principal.
About Woita & Associates
Woita & Associates is an independent, financial services firm that provides guidance and advice with broad investment choices to provide the most suitable holistic approach for financial life planning. Since its founding in 2014, the team has been committed to clients looking for financial planning for a lifetime.
About This Merger
This merger was developed with expansion in mind for both the business and services offered to clients. Clients are under no obligation to remain with their current advisors during this merger and are not required to take any action at this time. LPL is not affiliated with U Advisors or Woita & Associates.
Source: North Point Advisor Group