Industry Recognition for What We Do

3x Top 100
Investopedia

Recognized as an industry leader for our commitment to Financial Education

Over 500,000 people

Have taken our 5 Money Personalities assessment

Top Apple Podcast

A top Apple Podcast in the finance category

Why Us?

Fee Only
Fee Only

We never have any hidden fees or conflicts of interest

Fiduciary
Fiduciary

All recommendations are in the best interest of the client, whereas other advisors’ recommendations must be “suitable”

Recognized Authority
Recognized Authority

Featured by many top financial publications, including Fortune, Business Insider, Entrepreneur, Yahoo! Finance, Forbes, Us News & World Report

Who You Work With Matters

Faith. Family. Finance. At Kovar Wealth Management, we believe that faith, family, and finance are three of the most important investments you can make. That’s why we’re dedicated to helping you achieve your personal and financial goals and build the life you deserve for you and your loved ones. We understand the value of strong marriages, supportive family dynamics, and financial stability, and we’re committed to supporting our clients in these areas. Let us help you create a solid foundation and start investing in the things that matter most to you.

A fulfilling life is within reach. We’ll be there every step of the way.

Taylor Kovar, CFP®

CEO & Founder

Claudia Valladares

Financial Advisor

Josh Vinson

Financial Advisor

Joseph Ceasar

Financial Advisor

The Financial Planning Process, Made Simple

01

Contact Us

Call or text to schedule a consultation with us.

02

Initial Consultation

Meet with our team to discuss your goals.

03

Organize Documents

Gather the necessary information to start your financial plan.

04

Plan and Strategize

Track your financial progress with our user-friendly client portal.

05

Grow & Improve

We’ll adjust your plan as you continue to conquer your goals.

How Can We Help You?

Our team of financial fiduciaries works together to create the life you and your family deserve. You’re not another number, you’re an individual—that’s why we get to know you first. What you do, who you love, where you go: it’s all part of  what makes your journey different from the rest. Your financial plan isn’t much different. Life is about far more than reaching a social status; it’s about creating the freedom and future you dream of.

focused mature legal advisor reading analyzing customer document

AS SEEN IN


Skip to content