Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and institutions. Founded in 1969 by John D. Cooke, the independently owned firm draws on more than a half century of financial stewardship.
Led today by Chris Cooke and Brian Cooke, also cofounders of Sanctuary Wealth, their award-winning multigenerational wealth management team combines local knowledge with global scale to build custom investment portfolios guided by objective long-term strategies. In 2018, they became the first Partner Firm of Sanctuary Wealth.
Cooke Financial Group Wealth Advisors are consistently recognized for comprehensive investment consulting and wealth management services by leading financial publications including Forbes, SHOOK Research, Barron’s, and AdvisorHub. Most recently Chris and Brian were named 2025 Forbes #1 and #2 Best-In-State Wealth Advisors and 2025 Forbes Top 250 Financial Advisors nationally.*
* Award Disclosure: (Chris Cooke and Brian Cooke: Forbes Best-In-State Wealth Advisors and Forbes Top 250 Wealth Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018), created by SHOOK Research. Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.)
Company Details
- Employees
- 16
- Founded
- -
- Address
- 9340 Priority Way West Drive, Indianapolis,in 46240,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.cookefg.com/
- Keywords
- Financial Planning, Wealth Management, Retirement Planning, Investment Planning, Asset Allocation, Risk Management, Estate Planning, Legacy and Philanthropic Planning, Budgeting, Money Manager Selection.
- HQ
- Indianapolis, IN
Cooke Financial Group Questions
Cooke Financial Group's website is https://www.cookefg.com/
Cooke Financial Group's LinkedIn profile is https://www.linkedin.com/company/cookefinancialgroup
Cooke Financial Group has
16 employees.
View email and phone details for 16
employees at Cooke Financial Group.
Cooke Financial Group's industry is
Financial Services
Cooke Financial Group's top competitors are
Quorum Private Wealth,
Beacon Pointe,
Sanctuary Wealth,
Goelzer Investment Management,
Janus Henderson Investors,
Diagonal Investment Office,
Evans May Wealth,
Mercer Wealth Management Group,
Tru Independence,
Valeo Financial Advisors Llc.
Cooke Financial Group's categories are Financial Services
Cooke Financial Group's founding year is 1969
