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Kovar Wealth Management

Tel: 936-899-5629
2000 Tulane Drive
Lufkin, TX 75901
Kovar Wealth Management | Financial Advisor in Lufkin ,TX

About Taylor Kovar

Before becoming the founder and CEO of Kovar Wealth Management in Lufkin, Texas in 2015, Taylor Kovar found successful careers as a healthcare technology executive, and later, as an investment advisor at Merrill Lynch.

Throughout his entrepreneurial journey, Taylor has been blessed with the ability to create or invest in companies that bring hope to others; particularly, his 2017 acquisition of a Texas-based pediatric home health company, in which his four years of management created incredible growth and success for the business, patients, and families alike.

He and his wife, Megan (who is also his high school sweetheart), have experience working with families and newlyweds and have seen firsthand how money can affect a marriage. From this, the Kovars were entrusted with The Money Couple brand to help others avoid divorce and overcome financial struggles with various resources.

Work has never unseeded family as Taylor's top priority. Of all the titles, his favorites are 'Husband' and 'Dad'. The Kovars are raising three precious kids together, instilling in them the same values and concepts that Taylor cultivates in his professional life.

Driven by an undeniable passion for fulfilling the lives of others, Taylor has been known to create free resources for his staff in areas like financial management, investing, relationships, and travel. His servant's heart lifestyle has made him a trusted advisor to individuals and businesses across the globe. To learn more about implementing the right tools and financial resources into your marriage, find Taylor at TheMoneyCouple.com and TheMillionaireMarriage.com.


About Kovar Wealth Management

Let us take you to unexpected places. At Kovar Wealth Management, we provide exclusive, quality personal branding, investment management, and financial planning services to those seeking to establish a signature presence. With techniques and campaigns tailored to your unique goals, we provide unparalleled partnership in all business and investing endeavors.

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General Information

Firm Start Year:   2015
No.of Employees:   2-4
Number of Years with Current Firm:   7
Work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Foreign Languages Serviced:   English, Spanish
Advisory Services Provided:   Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Services

Investment Types:   Options & Futures, Bonds, Stocks, Annuities, Mortgages & Real Estate, Mutual Funds, Commodities, FOREX & Currency, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Our Office, Your Home, Our Offices, Video Conference, Via Phone

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Flat Fee, Hourly, Based on Assets

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Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Compensation Arrangements

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