11 Financial
11 Financial (CRD# 174569) is a financial advisory firm headquartered in Lufkin, TX. They manage $12,359,000 in 128 accounts and serve the financial needs of clients across 22 states (or territories).
-
Total Assets Under Management12MILLION
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$96,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, CA, CO, CT, FL, KS, LA, MA, MD, MO, NC, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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.
Ashley Owens (CRD# 5993709) is an Investment Advisor Representative working at 11 Financial in Gretna, VA and has over 12 years of experience in the finance industry.
Claudia Valladares (CRD# 7028138) is an Investment Advisor Representative working at 11 Financial in Lufkin, TX and has over 5 years of experience in the finance industry.
Joshua Vinson (CRD# 6948802) is an Investment Advisor Representative working at 11 Financial in Lufkin, TX and has over 6 years of experience in the finance industry.
Steven Goffner (CRD# 1616334) is an Investment Advisor Representative working at 11 Financial in Forest Hills, NY and has over 37 years of experience in the finance industry.
Collin Lyon (CRD# 7286988) is an Investment Advisor Representative working at 11 Financial in Dayton, OH and has over 3 years of experience in the finance industry.
Tedd Shimp (CRD# 7795048) is an Investment Advisor Representative working at 11 Financial in Lufkin, TX and has 1 year of experience in the finance industry.