The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983. The combined experience of our five Certified Financial Planners (CFP’s) exceeds 100 years. Shobe and Associates Inc., part of The Shobe Financial Group, is the oldest independent registered investment advisory (RIA) firm located in Baton Rouge, Louisiana.
Where Business Gets Personal
When your family’s legacy is at stake, there is no substitute for professional counsel that is reasoned, rational and scrupulously objective – yet personal.
The best advisors understand not just the markets and the intricacies of investment vehicles, but something every bit as valuable: they understand how difficult it can be for people to consider the future and make hard choices.
We specialize in your financial needs, and, we believe in building relationships as much as successful outcomes! We take the time to build these relationships with our clients to ensure that they’ll receive professional advice that is objective yet personal. With our clients’ trust, we are able to provide high-quality service that tailors to their financial needs.