Taylor Kovar, financial advisor Lufkin TX

Taylor Kovar

CRD Number: 6112979
Current Firm: Kovar Wealth Management
Compensation Model: Fee Only

Taylor Kovar, Certified Financial Planner,  is the CEO and founder of the boutique investment firm Kovar Wealth Management, headquartered in Lufkin, Texas. After a successful career as a healthcare technology executive, Taylor joined Merrill Lynch to pursue his interest in investing. Driven by the desire to help clients live more fulfilling lives through investing, philanthropy, and meaningful experiences, Taylor left the Wall Street world and created Kovar Wealth Management in 2015.

 

Through his work in this new endeavor, Taylor has had the opportunity to create or invest in other companies that fulfill his life’s mission of bringing hope to the world. In 2017, Taylor acquired a Texas-based healthcare company providing in-home pediatric care. In four years under Kovar management, the company saw incredible growth and success.

 

As the business and his outreach expanded, Taylor began creating free resources for his staff and patient families that covered topics such as financial management, business, investing, relationships, and travel. Working with families—and specifically newlyweds—gave Taylor and his wife, Megan, an intimate view of how different money relationships can affect a marriage. The Kovars became passionate about helping other couples overcome the financial struggles that so often tear relationships apart, and eventually took over the title of The Money Couple, delivering tremendous resources and results to married people of all ages and income levels.

 

While Taylor wears many hats as a business owner and entrepreneur, his favorite titles are Husband and Dad. Creating an investment firm and growing a home health agency takes a lot of dedication and determination, but work has never unseeded family as Taylor’s top priority. He is married to his high school sweetheart, and the couple is raising three precious kids, instilling in them the same values and concepts that have cultivated so much success in Taylor’s professional life.

 

Taylor’s passion is to help everyone live a life that’s as fulfilling as the one he is able to lead today. He upholds the standard of treating others the way that he wants to be treated; it is this lifestyle that has made him a trusted advisor to individuals and businesses across the globe. Taylor is dedicated to transforming the healthcare and financial industries for future generations.

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Company Name Location Dates Years
Envoy Advisory Inc. Lufkin, TX Jun 2022 - Current 1
Kovar Wealth Management Lufkin, TX Jan 2015 - Current 9
Healthtrust Software Nacogdoches, TX Apr 2010 - Oct 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Taylor J. Kovar
Phone Number: (936) 899-5629
Advisor Website: http://www.KovarWealth.com
Registered State(s):
  • FL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $83,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, FL, KS, LA, MA, MD, MO, NC, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

Firm Disclaimer:

The common sense disclaimer: This is a public website and questions are asked in an informal setting so all users should take into account that I do not know all of the details of your situation and as such cannot be held liable for your actions/outcomes/etc based upon my ideas.

 

The legal disclaimer: The statements made in this program address general topics of investment and wealth management and do not consider any individual’s particular circumstances. You should review your individual needs with a financial professional.

 

The information shared is not intended to be a substitute for legal or financial advice that can be provided by your own attorney, accountant, and/or financial advisor. Although care has been taken in preparing the information provided to you, we cannot be held responsible for any errors or omissions, and we accept no liability whatsoever for any loss or damage howsoever arising. The law varies by state and it is constantly changing, and therefore it affects each individual and business in different ways. As a result, it is recommended to seek outside financial and/or legal counsel relating to your specific circumstances as needed. You are hereby advised to consult with your tax consultant, accountant, advisor, or lawyer for any and all questions and concerns you have, may have, or hereafter have regarding any and all information pertaining to your specific financial situation.

 

Kovar Wealth Management LLC is a registered investment advisor offering services in the State of Texas and in other jurisdictions where exempted. All warranties/disclosures/privacy policy/terms of use/other legalise/etc can be found at http://kovarwealth.com/disclosures/

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