The Shobe Financial Group, a full-service financial planning and wealth management in Baton Rouge, Louisiana announced that is merging with Omaha-based, financial services firm, Carson Wealth.
The 16-person team will continue to be led by partner and chairman, Ed Shobe, CFP®, CLU® and partner and president Jason Windham, CFP®, CLU®, ChFC®, CIMA®, AIF®. The team chose to align with Carson for several reasons, but key was being able to put into place a succession plan that will provide continuity for the firm and its clients.
“As a Carson Wealth office we will have access to expanded resources and can focus on what we do best: helping families and businesses pursue their life’s goals through good financial decisions,” says Jason Windham. “We didn’t take this decision lightly – this merger has been over a year in the making, and after careful consideration and due diligence we know that our decision to join Carson Wealth is what is in our clients’ and our teams’ best interest.”
For The Shobe Financial Group, working with Carson as a succession solution made perfect sense. The expanded resources and capacity will allow their team to do what they do best, take care of their clients.
“There are two types of advisors that are most drawn to Carson. There are those that have a growth mindset and who want to tap into our business solutions so they can focus on their clients. And there are others, like Ed and Jason, who turn to us because they’ve built a multigenerational family business and they want to continue to grow, as well as secure a future for their firm and their clients,” said Jamie Hopkins, managing partner of wealth solutions for Carson Wealth. “We know the trust it takes to build that kind of firm and we are pleased we can provide enhanced capabilities and support for Ed, Jason and team so they can continue to focus on helping their clients now and well into the future.”
The Shobe team was able to work with Carson because the two companies were well aligned culturally and share a client-first philosophy.
Ed Shobe added, “Carson’s founder and CEO, Ron Carson started his firm the same year we opened our doors back in 1983. We both share a deep desire to help clients define and find their freedom through proactive planning and financial management. This alignment strengthens our offerings and is an important step in our 100-year plan. We see Carson Group as a long-term partner that will allow us to grow and serve our clients for generations to come.”
The Baton Rouge location will be the seventh fully integrated Carson Wealth office in the U.S.
Carson Group currently manages $21 billion in assets and serves more than 45,000 families through its advisory network of more than 460 advisors in 190+ offices located in 37 states. For more information, visit www.carsongroup.com.