Kestra Financial, an industry-leading wealth management platform, announced the onboarding of SZC Financial Planning & Management (SZC Financial), a firm dedicated to providing personalized and high-touch service.
Since its founding in Montgomery County, Maryland, SZC Financial has prioritized serving clients and helping them achieve their financial, business, and life goals. Headed by David Shober and Steve Collins, the firm is composed of a five-person team that works tirelessly to provide a white-glove experience for its clients, which includes financial planning and advisory services.
The SZC Financial team currently oversees $200+ million in assets under management. And by joining Kestra Financial, SZC Financial aims to continue providing the high-quality service its clients are accustomed to while continuing to grow and scale its offerings.
KEY QUOTES:
“The personalized support and comprehensive offerings that the Kestra Financial ecosystem provides – while allowing us to maintain our autonomy – is exactly what we’re looking for in a partner firm.”
-David Shober, Financial Advisor and Founding Partner of SZC Financial
“The fact that we can choose how we operate our firm, instead of being told how we should, is refreshing. And as an organization committed to providing tailored and diverse offerings to our clients, we’re excited to join a firm that aligns with our unique approach to delivering high-caliber service.”“Alignment between SZC Financial and Kestra Financial on a high standard of service was immediately obvious. SZC’s core values fit seamlessly into Kestra’s community of financial professionals, so we knew the firm would be a fit right away. We’re looking forward to the opportunities this partnership will produce for the firm and for Kestra.”
-Daniel Schwamb, Executive Vice President and Head of Business Development at Kestra Financial
