Cooke Financial Group

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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 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 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.

Our goal this Christmas: 300 children with gifts under the tree. Flexware Innovation and our team are working together t...
10/16/2026

Our goal this Christmas: 300 children with gifts under the tree.

Flexware Innovation and our team are working together to make it happen through Apple Pies for Angels.

Flexware started this fundraiser eight years ago, and our team has been proud to volunteer and contribute financially for the past four.

This week, we rolled out 500 pie crusts on Monday and spiralized apples on Wednesday, helping make more than 200 pies.

For $125, you can sponsor a child in need this Christmas through the Angel Tree Program of The Salvation Army Indiana Division.

Donations are open through November 25.

Let's work together to help make Christmas a little brighter for 300 children.

Learn more about sponsoring a child here: https://donate.salvationarmyindiana.org/angeltreecfg

Many of our clients have been with us for decades. Hearing about their lives, not just their goals, is the best part of ...
10/08/2026

Many of our clients have been with us for decades. Hearing about their lives, not just their goals, is the best part of our work.

We heard plenty of those stories at our Open House this week. Clients and friends joined us for food, drinks, sweet treats, and an evening of good conversation.

The theme was 57 years in business and 10 years as an independent wealth advisory firm.

Thank you to everyone who came. We're grateful for your trust and support.

Our team spent a few days this week at Sanctuary Wealth’s annual conference, OASIS. The theme was “What’s Next.”Technolo...
10/02/2026

Our team spent a few days this week at Sanctuary Wealth’s annual conference, OASIS. The theme was “What’s Next.”

Technology will keep changing how advisors work. It does not change our mission.

Thoughtful advice starts with listening. We believe in order to build a customized strategy unique to each client we need to talk about what matters to them.

That has been true since we started in 1969. It will be true for the next generation.

Kat Sheffer attended the 24th annual Stepping Out in Style fundraising event for Dress for Success Indianapolis last wee...
09/28/2026

Kat Sheffer attended the 24th annual Stepping Out in Style fundraising event for Dress for Success Indianapolis last week.

She has attended the event for several years and continues to enjoy supporting Dress for Success and its work to help women build confidence, careers, and greater economic independence.

Since 1999, Dress for Success Indianapolis has provided more than 18,000 women in transition with the programs, support, and network they need to overcome barriers to employment, move forward, and achieve economic stability.

We’re proud to see Kat continue to support an organization making a meaningful difference in our community.

Congratulations to Chris Cooke, Co-Chief Executive Officer, Partner, and Wealth Advisor at Cooke Financial Group, on his...
09/24/2026

Congratulations to Chris Cooke, Co-Chief Executive Officer, Partner, and Wealth Advisor at Cooke Financial Group, on his appointment to the 500 Festival Board of Directors for the 2026–2027 term.

The 500 Festival has been part of Indianapolis for nearly 70 years, bringing people together through traditions and experiences that extend well beyond race weekend. Its work also supports youth and community programs that make a lasting impact across Indiana.

Chris has been connected to the 500 Festival through Cooke Financial Group’s involvement with the organization over the past several years. We’re proud to see him bring his experience and perspective to the Board and serve an organization that means so much to our community.

Please join us in congratulating Chris on this opportunity to serve Indianapolis and the 500 Festival.

Some connections to Cooke Financial Group go back further than others. We’re pleased to welcome Madison Hague to Cooke F...
09/22/2026

Some connections to Cooke Financial Group go back further than others. We’re pleased to welcome Madison Hague to Cooke Financial Group as our fall intern.

Madison is a senior studying Finance at IU Indianapolis. She also has a unique connection to our firm: she is the granddaughter of Nancy Hague, a longtime Cooke Financial Group advisor who retired in 2020.

Nancy played an important role in our firm’s history and was a trusted advisor to generations of clients. She still stops in to visit from time to time, and we always enjoy having her back in the office. Her connection to the firm lives on in many ways, including a conference room named in her honor.

Now, we have the opportunity to welcome her granddaughter to the team and give her firsthand experience in the industry where her grandmother spent much of her career.

We’re looking forward to having Madison with us this fall and seeing where her own career takes her.

Who handles your accounts if something happens to your financial advisor?Every client should ask this question.If your a...
09/10/2026

Who handles your accounts if something happens to your financial advisor?

Every client should ask this question.

If your advisor unexpectedly becomes unavailable, you should know who will step in and how your financial plan and investments will continue to be managed.

A strong continuity plan means you are not left trying to figure out what comes next during a challenging situation.

At Cooke Financial Group, our team-based approach means clients have continuity beyond a single advisor. More than one person understands your financial picture and can help when needed. Our team has more than 250 years of combined industry experience.

It may not be the first question you think to ask when choosing a wealth advisor. But it’s an important one.

Tammy Williams has earned the Certified Exit Planning Advisor (CEPA®) credential, adding specialized training in helping...
09/03/2026

Tammy Williams has earned the Certified Exit Planning Advisor (CEPA®) credential, adding specialized training in helping business owners prepare for what comes next.

CEPA® is a professional credential focused on the many financial, personal, and business considerations that can shape a business owner’s transition, whether they plan to sell, transfer ownership, or pass the business to the next generation.

For business owners, exit planning is about more than the value of the business. It also means thinking ahead about personal goals, family, financial security, and what life looks like after the transition.

This additional training gives Tammy and Cooke Financial Group more tools to help business owners start those conversations early and make informed decisions about the future.

Congratulations to Tammy on this achievement and continued commitment to serving business owners.

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.

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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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