Cooke Financial Group

Cooke Financial Group is an independent fiduciary wealth advisory firm that works with individuals, families, business owners and institutions managing long-term financial needs. The firm focuses on private wealth guidance and institutional services for organizations overseeing long-term capital, with an emphasis on judgment, discipline and clarity in long-term decisions.

Founded in 1969 by John D. Cooke, the firm is now led by his sons Chris and Brian Cooke, who moved it to an independent model in 2016. Prospective clients begin with a no-pressure first conversation about their goals and current financial picture. The firm is headquartered on Priority Way West Drive in Indianapolis, and it is a partner firm of Sanctuary Wealth, giving it access to institutional platforms while remaining independent.