Lotus Advisors

Lotus Advisors is a wealth management practice in Portage, Wisconsin. The team works with clients on financial planning, investments, retirement, college savings, and insurance. Financial planning covers identifying goals and building a plan to work toward them. Investment work centers on mutual funds and annuities, with allocations set to each client's situation. Retirement services include IRAs, Roth IRAs, SEP and Simple IRAs, along with education on 401(k)s and other employer-sponsored retirement plans. College savings help families put money aside for children or grandchildren, and insurance offerings include life insurance, long-term care, and Medicare supplements.

The practice describes itself as the Lotus Ladies, a team supporting clients through both good times and difficult ones. Clients get help deciding how much it takes to feel financially independent, how much to direct toward their goals, and how much to leave as a legacy. The practice is referral-based and serves clients from Wisconsin Dells, Baraboo, Rio, Stevens Point, Wausau, and the Madison area, in addition to Portage itself, which sits just north of Madison.

Kathy Houzner started the practice in 1997, building it around client relationships and personalized service. She worked with Julie Groves for 24 years before retiring in 2024. Julie Groves holds the RICP designation. The practice's value statement notes that juggling multiple roles and responsibilities is often a challenge for women, and that the team aims to build relationships while inspiring and motivating clients, giving women the tools to be successful and empowering them to make their own decisions. The team works with clients at any life stage, income, or set of goals to create a financial plan addressing short-term goals, long-term aspirations, and financial targets.

The office is on East Wisconsin Street, about a tenth of a mile from the Columbia County Health & Human Services Building, Riverside Park, and the Portage Canal. The Columbia County Administration Building is also about a tenth of a mile away.

For clients in Portage and the surrounding Wisconsin communities, Lotus Advisors pairs nearly three decades of local practice history with a planning approach built around each client's own goals.