Cooke Financial Group

Cooke Financial Group Plan for what matters. Since 1969, we’ve helped clients make financial decisions centered on what matters most to them. Founded in 1969 by John D.

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. 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 multigeneratio

nal 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 among the very best in the United States and Indiana for comprehensive investment consulting and wealth management 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.

It’s National Dog Day, so we’re giving a round of ap-paws to our four-legged team members for the joy they bring to our ...
08/26/2026

It’s National Dog Day, so we’re giving a round of ap-paws to our four-legged team members for the joy they bring to our workdays.

We’re fortunate to have a team where our dogs are welcome from time to time, adding a little extra personality to life around the office.

Brian Cooke and Chris Cooke and were named to the 2026 Forbes America’s Top 250 Wealth Advisors list for the ninth conse...
08/25/2026

Brian Cooke and Chris Cooke and were named to the 2026 Forbes America’s Top 250 Wealth Advisors list for the ninth consecutive year.

The Forbes ranking, developed by SHOOK Research, evaluates advisors using both quantitative and qualitative factors. The process considers more than assets and production, including client experience, best practices, client impact, and an advisor’s approach to working with clients.

Nine consecutive years on the list reflects the consistency Brian and Chris bring to their work and the relationships they have built with clients over decades.

Congratulations to Brian and Chris on this meaningful recognition.

Chris Cooke and Brian Cooke (2018-2026): Forbes America's Top 250 Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Plan for what matters.For us, that means more than building a financial plan. It means understanding what matters most t...
08/19/2026

Plan for what matters.

For us, that means more than building a financial plan. It means understanding what matters most to each client and helping them make decisions around those priorities.

As an independent, fee-based wealth management firm, we have the flexibility to put advice first. Our fiduciary standard requires us to act in our clients’ best interests and put their needs ahead of our own.

That is what “Plan for what matters” means to us. Advice built around your goals, your priorities, and your life.

Tammy Williams was named to the 2026 Forbes Top Next-Gen Wealth Advisors Best-In-State list for Indiana.This marks the t...
08/14/2026

Tammy Williams was named to the 2026 Forbes Top Next-Gen Wealth Advisors Best-In-State list for Indiana.

This marks the third consecutive year Tammy has been recognized on the list.

The ranking, developed by SHOOK Research and published by Forbes, considers both quantitative and qualitative factors. The evaluation goes beyond assets and production to consider client experience, best practices, client impact, community involvement, and an advisor’s approach to serving clients.

This recognition reflects the thoughtful, relationship-driven approach Tammy brings to her work with clients.

Congratulations, Tammy.

(Not indicative of advisor’s future performance. Your experience may vary. Tammy Williams (2024-2026): Forbes Top Next-Gen Wealth Advisors Best-In-State, created by SHOOK Research. Most recently presented in August 2026 based on data gathered from 03/30/2025 to 03/30/2026. No fee was paid to be included in the ranking or to hold out in marketing materials.)

To know where you are going, you must first understand where you are today.During our 2026 Team Retreat, we took time to...
07/31/2026

To know where you are going, you must first understand where you are today.

During our 2026 Team Retreat, we took time to reflect on our history, align around our strategy, and discuss how we continue improving the experience we provide to clients.

Founder John D. Cooke joined us to share why he started Cooke Financial Group in 1969 and the principles that continue to guide us today. From the beginning, our focus has been on building relationships and providing advice that helps clients make better decisions.

As we continue to grow, staying connected to that foundation is essential. Creating lasting relationships has always been at the center of what we do, and it is a commitment we will continue to carry forward.

Thank you to our entire team for your engagement and participation. One team. One mission.

Brian Cooke, Tammy Williams, and Chris Cooke were named to the 2026 Forbes Best-In-State Wealth Advisors list.Forbes Bes...
06/26/2026

Brian Cooke, Tammy Williams, and Chris Cooke were named to the 2026 Forbes Best-In-State Wealth Advisors list.

Forbes Best-In-State ranking, compiled by SHOOK Research, is based on both quantitative and qualitative factors. It evaluates advisors on more than performance, including how they help clients navigate volatility, stay disciplined, and avoid emotional decision-making.

This recognition reflects the standard we hold ourselves to every day. It comes from our approach to long-term planning around the people, priorities, and goals that matter most to the families and institutions we serve.

(Not indicative of advisor’s future performance. Your experience may vary. Chris Cooke and Brian Cooke (2018-2026), Tammy Williams (2025-2026): Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.)

We are a proud annual sponsor of the AC Golf Classic.This year’s event raised a record $630,000 for Teachers' Treasures,...
06/23/2026

We are a proud annual sponsor of the AC Golf Classic.

This year’s event raised a record $630,000 for Teachers' Treasures, Inc., supporting teachers and students across Central Indiana.

Team members Brian Cooke and Claire Cooke participated in the golf outing, and Indianapolis Colts Head Coach Shane Steichen joined their group for the day.

Our team finished with a 55 (-17) to take home first place. Claire also won the Women’s Longest Drive contest for the second year in a row.

Thank you to Anthony Calhoun and everyone involved for another successful event and for the continued impact this charity event makes in our community.

Our team enjoyed attending the AC Golf Classic VIP Night in advance of next week’s charity golf outing.The evening broug...
06/11/2026

Our team enjoyed attending the AC Golf Classic VIP Night in advance of next week’s charity golf outing.

The evening brought together sponsors, supporters, and community partners to celebrate the impactful work of Anthony Calhoun’s annual charity event and Teachers' Treasures, Inc.

Margaret Sheehan and the entire Teachers’ Treasures team work tirelessly to provide free school supplies to Marion County teachers serving students in need. We're proud to be part of an initiative that empowers educators and supports local kids.

What made the night even more memorable was special guest Adam Schefter joined us virtually and shared inspiring stories from his career as a sports reporter and writer.

We are proud to welcome our Summer Interns, AJ Tippner and Eyera Nogues, to the Cooke Financial Group team.AJ is studyin...
05/27/2026

We are proud to welcome our Summer Interns, AJ Tippner and Eyera Nogues, to the Cooke Financial Group team.

AJ is studying Finance and Accounting at Indiana University Kelley School of Business, and Eyera is studying Finance and Risk Management at Lacy School of Business - Butler University.

Both are drawn to the relationship-driven side of wealth management and the opportunity to make a meaningful impact in clients’ lives.

Throughout the summer, they will support research initiatives and gain firsthand experience in the work that supports strong client relationships.

Some of the most important work our team does happens outside the office. The women in this photo show up every day for ...
05/10/2026

Some of the most important work our team does happens outside the office. The women in this photo show up every day for their families and for our clients. That kind of commitment doesn't go unnoticed. We're proud to have them on our team and grateful to celebrate them today. Happy Mother's Day!

Address

9340 Priority Way West Drive
Indianapolis, IN
46240

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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