Kovar Wealth Management

Kovar Wealth Management (CRD# 174569) is a financial advisory firm headquartered in Lufkin, TX. They manage $11,497,490 in 138 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • 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

Financial Advisors at Kovar Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Taylor J. Kovar
CRD#: 6112979
200 Christie St., Lufkin, TX 75904

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.

2
Ashley W. Owens
CRD#: 5993709
Gretna, VA

Ashley Owens (CRD# 5993709) is an Investment Advisor Representative working at Kovar Wealth Management in Gretna, VA and has over 12 years of experience in the finance industry.

3
Claudia Valladares
CRD#: 7028138
200 Christie St., Lufkin, TX 75904

Claudia Valladares (CRD# 7028138) is an Investment Advisor Representative working at Kovar Wealth Management in Lufkin, TX and has over 5 years of experience in the finance industry.

4
Joshua D. Vinson
CRD#: 6948802
200 Christie St., Lufkin, TX 75904

Joshua Vinson (CRD# 6948802) is an Investment Advisor Representative working at Kovar Wealth Management in Lufkin, TX and has over 6 years of experience in the finance industry.

5
Matthew B. Williamson
CRD#: 6840541
Birmingham, AL

Matthew Williamson (CRD# 6840541) is an Investment Advisor Representative working at Kovar Wealth Management in Birmingham, AL and has over 6 years of experience in the finance industry.

6
Steven M. Goffner
CRD#: 1616334
Forest Hills, NY

Steven Goffner (CRD# 1616334) is an Investment Advisor Representative working at Kovar Wealth Management in Forest Hills, NY and has over 37 years of experience in the finance industry.

7
Collin J. Lyon
CRD#: 7286988
Dayton, OH

Collin Lyon (CRD# 7286988) is an Investment Advisor Representative working at Kovar Wealth Management in Dayton, OH and has over 3 years of experience in the finance industry.

8
Tedd R. Shimp
CRD#: 7795048
200 Christie St., Lufkin, TX 75904

Tedd Shimp (CRD# 7795048) is an Investment Advisor Representative working at Kovar Wealth Management in Lufkin, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.