Lotus Advisors

Lotus Advisors is a wealth management firm in Portage, Wisconsin, serving individuals and families across central Wisconsin, including clients from Wisconsin Dells, Baraboo, Rio, Stevens Point, Wausau, and the Madison area. The firm specializes in personalized financial planning, retirement strategy, college savings, investment management, and insurance solutions such as life insurance, long-term care, and Medicare supplements. Their services are designed to help clients clarify their financial picture, set achievable goals, and prepare for retirement with confidence. With a referral-based practice built on trust and long-term relationships, Lotus Advisors supports clients at every stage of life, from first-time investors to those nearing retirement. The firm is known for its client-centered approach and consistently positive feedback from those it serves.

The firm was founded in 1997 by Kathy Houzner, who dedicated over two decades to building a practice rooted in personal service and strong client relationships. After working with Julie Groves for 24 years, Kathy retired in 2024, passing the torch to a team now known as the “Lotus Ladies.” The firm’s value statement emphasizes empowering women with the tools and confidence to make informed financial decisions, reflecting a mission to inspire and support clients through life’s transitions. Their services are tailored to individual needs, whether planning for retirement income, funding education, or securing long-term financial independence.

Located at 311 E Wisconsin St Suite 109 in Portage, the business sits just a short walk from key local landmarks. It is situated about a mile from the Columbia County Administration Building and the Columbia County Health & Human Services Building, both government offices, and is within easy reach of Riverside Park and the Portage Canal. The office is bordered by East Wisconsin Street and West Wisconsin Street, two main roads that serve as central arteries in the city.

Lotus Advisors is recognized for its strong online presence, with a website that search engines read clearly and a consistently documented profile across digital platforms. This reliability and transparency contribute to its trusted reputation in the community. The firm’s longevity, client-focused philosophy, and commitment to empowering women financially set it apart as a leading wealth management practice in central Wisconsin. With deep roots in the region and a legacy of service, Lotus Advisors continues to help residents achieve lasting financial security.