Helping People Pursue Life Goals Since 1983

Legacy is about leaving a lasting impact; something that is passed on for generations. Legacy and impact are guiding principles that are embedded in the rich history of Shobe Financial. They’re also the focus of the client experience at Carson Wealth.

Two firms founded in 1983, both with the same dedication to putting their clients first and making a difference in their lives. Together, they’re stronger and their ability to make a deeper impact expands.

Finances impact all aspects of your life. A financial plan that’s guided by your hopes, dreams and ambitions is better than the other way around. That’s how the Shobe Financial Group founder, Edward Shobe, built his company and how the team will serve its clients in Louisiana, Texas, and around the southeast for years to come. Learn more about our story.

Our team of seven CERTIFIED FINANCIAL PLANNER^® professionals plus seasoned client support staff are focused on your goals as if they were their own. When we better understand what your financial future means to you and your family, we achieve our goal of becoming so much more to you than a financial planner.

Since 1983, helping people pursue life goals through expert planning