# The Shobe Financial Group
Source: https://planprovider.pro/provider/the-shobe-financial-group

> The Shobe Financial Group, now operating as Carson Wealth | The Shobe Financial Group, is a financial planning firm founded in 1983. With a corporate incorpo…

Retirement Plan Advisor

Baton Rouge, LA

## About The Shobe Financial Group

The Shobe Financial Group, now operating as Carson Wealth | The Shobe Financial Group, is a financial planning firm founded in 1983. With a corporate incorporation in 2019, the firm has established itself as a trusted provider of comprehensive financial planning services. They specialize in wealth management, retirement planning, investment planning, and business planning, serving clients across Louisiana, Texas, and the southeastern United States. The Shobe Financial Group is committed to helping clients achieve their financial goals through personalized strategies and expert advice. Their team comprises experienced professionals, including Certified Financial Planner™ (CFP®) designees, boasting over 150 years of collective experience. While not BBB accredited, they maintain an A+ rating with the BBB. The firm partners with Carson Wealth, expanding their reach and resources, while maintaining their commitment to client-centric financial solutions.

Website: [http://www.shobe.com/](http://www.shobe.com/)

Founded: 1983

Employees: 18

## Office Locations

- Baton Rouge, LA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $500.0M

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