Taylor Kovar

CFP®

Kovar Wealth Management

CEO & Founder

Taylor Kovar

CFP®

Kovar Wealth Management

CEO & Founder

True wealth is not about money. It is about freedom. Freedom from worry, stress, and anxiety about money, finances, your job, and your life. Wealth is the ability to choose your own path, instead of being forced into a role defined by others. It is the state of being able to respond to your life’s true purpose without being held captive to anything besides your true passions. - Taylor Kovar, CFP®

Fee-Only financial planner located in Lufkin, TX, serving clients locally and across the country

Taylor Kovar is a Lufkin, TX fee-only financial advisor serving clients locally and across the country. Kovar Wealth Management provides comprehensive financial planning and investment management to help professionals and married couples organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Taylor Kovar is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Taylor Kovar is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Kovar Wealth Management provides exclusive consultations, investment management, and financial planning services to a premier class of professionals. We handle the work, so you can live without limits.

Ready to reach your fullest potential? You’ve come to the right place. It doesn’t matter what career phase you are in either—recent graduate, 10+ years of experience, or preparing for retirement—once you’re approved, our team of professionals will develop an individual approach for and refine every detail of your success story.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Philanthropy Planning
  • Tax Minimization Strategies
  • Personal Brand Management
  • Legacy Planning
  • Self-Directed IRAs

Ideal Clients

  • Medical Professionals
  • Attorneys
  • Business Owners
  • Sudden Wealth Situations
  • Professional Athletes & Entertainers
  • Politicians
  • Corporate Executives
  • Certified Public Accountants - CPAs

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Taylor Kovar is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Taylor Kovar is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Taylor Kovar

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Office Locations:

  • 415 S 1st ST.
    Suite 300
    Lufkin, TX 75901

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