The Shobe Financial Group has helped clients reach life goals through
personal and business financial planning and wealth building since 1983.
We specialize in providing comprehensive financial planning, and investment management services to a wide range of individuals, families, pre-retirees, and retirees, physicians, professionals, and businesses. Over time, we have built a particular knowledge base, reflecting in-depth work focusing in these areas. Although we specialize in these concentrations, we are also able to bring value to other unique circumstances in which you may need our guidance.
The Shobe Financial Group is an independent service identity. Advisory services and business consulting services are offered through Shobe & Associates, Inc., an independent Registered Investment Advisor. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC FINRA & SIPC.
Shobe and Associates Inc., part of The Shobe Financial Group, is the oldest
independent registered investment advisory (RIA) firm located in Baton Rouge,
Louisiana.
Specialties
Financial Planning, Investment Management, Pre-retirement & Retirement Planning, Business Planning, Wealth Management, Portfolio Management, Estate Planning, Tax Planning, Insurance Evaluation, Securities Analysis, Asset Allocation, Education Funding
