Our history is defined by the way we serve clients:

With a proactive approach to helping clients pursue financial goals - almost four decades in the making.

Your finances impact all aspects of your life. It’s our belief that a financial plan that’s guided by your hopes, dreams and ambitions is better than the other way around. That focus has been characteristic of The Shobe Financial Group since our founder, Edward Shobe, started the company in 1983.

Long-term, high-trust relationships are the result of our focus on your best interest. As our client, you represent the cornerstone of our business. We are a resource through each transition in your life. 


About Shobe Financial

In 1983, Edward Shobe set out to create a business to help people pursue their life goals through high-trust, long-term relationships. He wanted to build team of committed financial professionals who share these goal of helping people pursue their life goals. From this vision The Shobe Financial Group was born.

"Our founding principles were built on taking care of people - from clients to our team- it's the foundation of what we do," says Ed Shobe.

Jason Windham and Susan Shobe-Windham, Ed’s son-in-law and daughter, joined in 1998. The following year the business moved into its current headquarters in One Oak Square. 

2007 marked a significant year as Jason started his tenure as president, while Ed became chairman. Together, Ed and Jason have continued to advance the original goals by:
  • Developing and enhancing proprietary tools and processes to deliver consistent personalized services to every client through long-term, high-trust relationships.
  • Solidifying a career path, including an official internship program for finance students, to continue to mentor professionals and build our team to best serve our clients.  
Building each other up as a team and supporting every client’s best interests as if they were our own is a part of our culture. It’s been this way since 1983 and will continue for years to come.

Our Differences Provide Value to You

  • Your Team

    More than just an individual advisor, our financial planning process connects you to an entire team of professionals whose experience is put to work toward your goals.

  • Seasoned and Experienced

    Our team boasts over 150 years of experience, and many industry-specific credentials – which means we have the knowledge and real-world experience to help you pursue your goals.

  • An evergreen plan for your changing needs

    Your plan – tailor built for you - is evergreen. We regularly review your goals, needs, and plan to keep it current and actionable.

  • Active Planning - Proactive Guidance

    Beyond building your plan, we provide proactive guidance to help you push for the results. Sometimes that means focus on the areas you can improve and provide assistance, discussion and exploration through each transition in your life to stay on path.

  • Here for You

    We are a resource to call to war-game or to get advice on the financial topics that impact your life.

Get In Touch

Simply call or complete the form to schedule a meeting so we can get to know each other. 
Phone number
(225) 763-7010
Fax number
(225) 763-7040
8280 YMCA Plaza Drive
Building 4
Baton Rouge, LA 70810
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FINRA's BrokerCheck Form CRS - ADV Part 3