Shobe Services


Life planning is about trusting relationships, sound advice, and shared values.  The Shobe Financial Group team strives to build on this foundation by working to align your financial needs with your individual and family values and interests.   Whether you need assistance with wealth management or investments, we can help you pursue your goals while working in a mutually satisfying partnership.

One of life’s biggest challenges is to make the complex simple.  Our tailored approach to wealth management addresses the complexity that often accompanies success.    We take the time to learn about you, your family, and your business or profession and how they drive your short and long term goals.    Because each of our clients has different needs, we tailor our services to you.  Below is a brief outline of our core service offerings.

Concierge Wealth Management/ Comprehensive Financial Planning

With comprehensive planning, we help you define your goals and manage all aspects of your financial life. Throughout each chapter of your life, you will receive sophisticated and professional advice through a genuine commitment that goes beyond the numbers. The result is a personal financial plan designed for your exclusive situation and geared towards helping you pursue your goals. You can be confident knowing that we’re watching out for your complete needs and desired future.

Retirement Planning

Retirement has a different meaning to each individual. However, planning for long-term financial independence is a goal in which we all share. Through an analysis of your goals and assets, our team of trusted advisors can help you build your resources while you are working. As a part of this process, we will help develop an income strategy to provide you the opportunity to continue your current lifestyle throughout retirement. Together, we can develop a custom plan to help ensure your financial stability when your working years are over.

Investment Management

With nearly 30 years of experience in the investment management industry, The Shobe Financial Group offers sophisticated investment planning and management strategies that can be tailored to your interests.  As an independent registered investment advisory firm, we help build suitable portfolios to help you pursue your short-and-long-term goals.

Business Planning

Whatever your business venture may be, The Shobe Financial Group offers techniques to review and analyze all financial and business operations so that you may pursue your goals effectively and immediately.  We care about your personal needs as well as your business goals. The Shobe Financial Group has significant experience helping business owners improve and manage their companies effectively. You will receive an in-depth look into your business to help protect it and its financial affairs. This provides you with the opportunity to take a step back to work on your business instead of just in your business. With the techniques to review and analyze present financial operations, we provide objective eyes to help pursue your business goals.