Taylor Kovar

Personal Finance, Investing, Small Business
“Taylor Kovar is a highly sought after financial manager, author, and speaker who focuses on providing unique solutions to complicated financial situations for foundations, institutions, and families.”

Kovar Capital

Job Title:



Taylor is the CEO and founder of Kovar Capital Management LLC. After starting his finance career with a major Wall Street firm, Taylor decided to branch off and start Kovar Capital in order to provide his clients with a more personal wealth management experience. He has been quoted and published in a variety of different media on topics ranging from healthcare to youth ministry to technology to, of course, personal financial management. Before founding Kovar Capital, he was a key member of the team that helped launch and implement one of the fastest growing healthcare technologies in the United States, HealthTrust Software.

Kovar Capital is a luxury boutique wealth management firm nestled in the heart of beautiful downtown Lufkin. As fee-based, fiduciary professionals, Taylor and his team most often serve in the role of financial life managers for successful business owners, healthcare specialists, c-suite executives, and other public figures such as politicians and professional athletes. In this capacity, Taylor's team monitors, manages, and implements strategic plans for their client’s vast array of assets, regardless of their type or location. With a strong focus on providing truly holistic advice, taylor is committed to serving families and businesses with an exclusive wealth management experience.

His passion in life is to be the example of what a Godly husband, father, and businessman represents. He lives his life and treats others the way that he wants to be treated and it is this lifestyle that has made him a trusted advisor to individuals and businesses across the globe.

Taylor is married to his high school sweetheart, Megan, and they live in Lufkin with their two young children.


BBA, Finance, Stephen F Austin State University

Assets Under Management:

$100 million

Fee Structure:


CRD Number:


Insurance License:



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.

All warranties/disclosures/privacy policy/terms of use/other legalise/etc can be found at http://kovarcapital.com/disclosures/

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    Disability Insurance, Women & Money
How can I save money while on disability?
0% of people found this answer helpful

Two important things for you to consider: how much are you expecting to pay for school, and what are your upcoming career objectives? You can do a lot with $20,000, but you need to be prepared for the expenditures that come with an education and life in general.

If you’re planning on going to a community college, or you have a scholarship that will cover most of your tuition, I’d get as much of your savings as possible into a high-yield account (preferably one with minimal fees), and potentially start contributing to an investment account. If you need to dip into those savings to pay for school, you should keep the money in an account with a decent yield and even more limited fees.

Once you graduate, you need to have enough money to support yourself until you start working. It’s always important to have that three-to-six month safety net, but it’s especially important for recent graduates trying to jumpstart a career. Until your income is steady, you’ll want to keep a good portion of your savings liquid instead of investing.

If you can maintain most of that $20K, go to school and continue saving some of your disability money, then you should look into moving about half of those funds into an investment account. I’d suggest going with Betterment - simple setup, trustworthy advice, and very reasonable rates.

You’re in a good situation financially, just make sure to keep the big picture in mind as you start moving your money around. Good luck and enjoy school!

2 days ago
    Debt, Financial Planning
Am I overspending?
0% of people found this answer helpful
3 days ago
    Investing, Choosing an Advisor
My advisor will not share information about what companies to invest in; is this reason to find a new advisor?
2 weeks ago
    Asset Allocation, Women & Money
What percentage of a budget should go toward current childcare costs?
2 weeks ago
Can you earn more income day trading or investing?
3 weeks ago