History of Shobe


The Shobe Financial Group provides fee based comprehensive financial planning services across the Gulf Coast and nationwide. Certain products and services are provided by The Shobe Financial Group advisors’ through Raymond James Financial Services, a full-service broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

The Shobe Financial Group has achieved longevity and success within the financial services industry by delivering results-driven, personalized financial planning services. The firm is comprised of a highly qualified and experienced staff that is dedicated to building and maintaining long-term client relationships. Our commitment to putting clients’ interest first and demonstrating professionalism has distinguished us in helping clients plan to achieve their goals for nearly 30 years.

The Shobe Financial Group’s holistic financial planning process is thorough, comprehensive, and tailored to each individual situation. Shobe advisors recommend regular portfolio and plan reviews to ensure continued efficiency and suitability. Individual plans are developed based upon client investment objectives, risk tolerance, and time horizon, to achieve a customized and appropriate course of action for their short and long term goals.