Kestra Financial Joins Forces with SZC Financial Planning & Management
Kestra Financial, a well-known name in the wealth management world, has recently grown its advisor community by teaming up with SZC Financial Planning & Management. This partnership marks an important step forward for both companies and promises to provide clients with even better financial guidance.
Dedicated to Client-Centric Service
Since it started, SZC Financial has made a name for itself through its unwavering commitment to clients, helping them achieve their financial, business, and personal goals. Led by the experienced team of David Shober and Steve Collins, the firm includes a devoted group of five professionals. Together, they strive to deliver outstanding service that's customized to meet the unique needs of each client. With over $200 million in assets under management, SZC Financial has solidified its reputation in the financial advisory industry.
Enhancing Existing Services
Now that SZC Financial is part of Kestra Financial, the firm plans to elevate its already exceptional service standards while also broadening its offerings. Kestra Financial is known for its commitment to providing partners with the necessary tools and resources to maintain their independence. This collaborative approach enables firms like SZC Financial to flourish while still offering personalized service.
Balancing Autonomy with Support
David Shober shared the firm's excitement about this new partnership, saying, "The personalized support and comprehensive offerings available through the Kestra Financial ecosystem—along with our ability to maintain our independence—are exactly what we wanted in a partner firm.” This reflects SZC Financial's focus on a client-centered philosophy, something they feel is strengthened through this alliance. Shober is particularly pleased that they can shape their operations based on their preferences instead of adhering to rigid corporate models.
Core Values of Service Excellence
From their very first discussions, it became clear that SZC Financial and Kestra Financial shared the same commitment to service quality. Daniel Schwamb, Executive Vice President and Head of Business Development at Kestra Financial, observed how well SZC’s values aligned with those of Kestra’s network. The partnership is anticipated to open up numerous opportunities, benefiting both the SZC Financial practice and Kestra's advisor community.
About Kestra Financial
Based in Austin, Texas, Kestra Financial has become a leading independent wealth management platform. Established in 1997 and operating under Kestra Holdings, the platform focuses on empowering financial advisors and firms with a robust support system. This includes business management technology and creating a collaborative environment for financial professionals. The commitment to exceptional service allows its partners to thrive while providing high-quality advice and support to their clients.
The Kestra Financial division includes Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC, all members of FINRA/SIPC. Together, these subsidiaries address various aspects of wealth management, ensuring that licensed representatives deliver tailored advisory services. Kestra Financial remains dedicated to its core values by fostering relationships across the financial landscape.
Frequently Asked Questions
What led Kestra Financial to team up with SZC Financial?
Kestra Financial chose to partner with SZC Financial to enhance its advisor network while ensuring a focus on personalized, high-quality service.
What services does SZC Financial provide?
SZC Financial specializes in providing tailored financial planning and advisory services aligned with client needs.
How does Kestra Financial assist its partners?
Kestra Financial provides personalized support, integrated technology, and a community of financial professionals to help partners grow and succeed.
Who are the key leaders at SZC Financial?
David Shober and Steve Collins are the founding partners leading the SZC Financial team, ensuring a high-touch service experience.
What are the key objectives of the partnership between Kestra and SZC Financial?
The partnership aims to uphold high service standards while allowing SZC Financial to grow and expand its offerings without compromising its autonomy.
