Googins Advisors, Inc.

About Googins Advisors, Inc.

<p>From its office at 6417 University Ave. in Middleton, Googins Advisors, Inc. works with individuals and business owners across the Madison metro on investment management and retirement planning.</p> <p>The firm is a registered investment advisor with $0.2B in assets under management (2026). Louise Googins is President and Chief Compliance Officer. The team includes credentialed professionals, including CFA and CFP certificants such as Lynne Goldsmith.</p> <p>Googins Advisors handles day-to-day portfolio management along with planning work that often comes up alongside retirement decisions, such as college funding, lifestyle planning, estate planning, and tax planning. The firm also covers insurance-related planning, including life insurance and long-term care and disability needs.</p> <p>What sets the practice apart is its mix of wealth management and hands-on planning delivered from a single local office, with regular client education through the firm’s blog and social channels.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li> <li>Asset and wealth management</li> <li>Retirement planning</li> <li>Estate and income tax planning</li> <li>Insurance planning (life, long-term care, and disability)</li> </ul>

Website: https://googins.com/