Mission

Our mission is to help individuals and institutions achieve financial peace of mind with an objective investment strategy

Vision

Our vision is to be an industry leading financial advisory firm that protects and grows wealth for institutions and families.

We build our approach to investing around families — yours and ours. Our top priority is to provide financial security. To do this we focus on maximizing your gains with a custom long-term investment strategy. This continued pursuit of excellence helps us make a positive impact for both our team members and the communities we serve.

- John D. Cooke, Founder

INTEGRITY
We uphold the highest standards of ethics in everything we do.

PASSION
We are deeply committed to going above and beyond for our clients.

EXCELLENCE
We strive to deliver exceptional results and exceed expectations.

WISDOM
Our team combines knowledge and insight to provide wise guidance.

INDEPENDENT
As an independent firm, we prioritize objective advice and put our clients' best interests first.

DIVERSITY
We foster an inclusive environment that values different perspectives and experiences.

COMMUNITY
We actively contribute to the community and support local initiatives.

Our timeline of continuity and longevity.

In 1969, John D. Cooke came back home to the United States after flying KC-135A Stratotankers in Vietnam. He had the idea to start a business where he could help people and build lasting relationships. Seeing there was a need to provide people with financial security he established the Cooke Financial Group.

As a forward-thinker, John devoted himself to setting a new standard in the industry. He implemented a thoughtful process to select knowledgeable money management firms, which was way ahead of its time. Recognizing a successful long-term investing strategy goes beyond products, he developed a framework. This comprehensive wealth management framework covered all aspects of a clients' financial well-being. His foresight led Cooke Financial Group to prominence as an industry leader.

Today, Chris and Brian Cooke, John's sons, uphold the legacy he built. As partners of our independent wealth advisory firm they keep moving us forward. The goal always remains the same, to provide objective investment guidance to help clients achieve financial peace of mind.

2025

Named Barron's Advisor Top 1200 Advisors for fifth year in a row.

1969

John D. Cooke establishes the Cooke Financial Group.

1992

Chris Cooke and Brian Cooke join Cooke Financial Group as 2nd generation advisors.

2004

John D. Cooke ranks 33rd in Barron's America's 100 Top Brokers.

2008

Cooke Financial Group named #1 Family Team in America by Research Magazine.

2016

The Cooke Financial Group becomes an independent financial advisory firm.

2018

Chris Cooke and Brian Cooke co-found Sanctuary Wealth.

2023

John J. Cooke and Claire Cooke join Cooke Financial Group as 3rd generation advisors.

2023

Named #1 & #2 Best Wealth Advisors in Indiana by Forbes for sixth year in a row.

2024

Named Barron's Advisor Top 1200 Advisors for fourth year in a row.

Forbes America's Top 250 Wealth Advisors

2025, 2024-2018

Forbes Best-In-State Wealth Advisors (Ranked #1 & #2 in Indiana)

2025, 2024-2018

Forbes Top Women Wealth Advisors Best-In-State (Indiana)

2025

Barron's Top 1,200 Financial Advisors

2025, 2024-2021, 2016-2009

advisorhub-2025-100-women-advisors-to-watch-1-1

AdvisorHub 100 Women Advisors to Watch (Ranked #2 in 2025, Ranked #1 in 2024)

2025, 2024

AdvisorHub 200 Advisors to Watch (Over $1B)

2025

Expertise.com Best Financial Advisors in Indianapolis

2025, 2024-2022

Forbes Top Next-Gen Wealth Advisors Best-In-State (Indiana)

2024

AdvisorHub 150 Advisors to Watch (Over $1B)

2024

Five Star Professional Five Star Wealth Manager Award

2024, 2023-2018, 2016-2012

AdvisorHub 100 Advisors to Watch (Over $1B)

2023

AdvisorHub 50 Advisors to Watch (Over $1B)

2022

Not indicative of advisor’s future performance. Your experience may vary. Click for full award disclosures.

Forbes America's Top 250 Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Forbes Best-In-State Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Forbes Top Women Wealth Advisors Best-In-State (2025), created by SHOOK Research. Presented in February 2025 based on data gathered from 09/30/2023 to 09/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Barron's Top 1,200 Financial Advisors (2009-2016 and 2021-2025), created by Barron's. Most recently presented in March 2025 based on data provided as of September 2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

AdvisorHub 200 Advisors to Watch (Over $1B) (2025), created by AdvisorHub. Presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 100 Women Advisors to Watch (2024-2025), created by AdvisorHub. Most recently presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes Top Next-Gen Wealth Advisors Best-In-State (2024), created by SHOOK Research. Presented in August 2024 based on data provided as of gathered from 03/30/2023 to 03/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes America's Top RIA Firms (2023-2024), created by SHOOK Research. Most recently presented in October 2024 based on data gathered from 03/31/2023 to 03/31/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from 01/2023 to 12/2023. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from 01/2022 to 12/2022. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data gathered from 01/2021 to 12/2021. No fee was paid to be included in the ranking or to hold out in marketing materials.

Expertise.com Best Financial Advisors in Indianapolis (2022-2025), created by Expertise.com. Most recently presented in January 2025 based on data gathered as of August 2024. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.

Five Star Professional Five Star Wealth Manager Award (2012-2016 and 2018-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from 11/2023 to 05/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

When I think about our team dynamic, support is the first word that comes to mind. Not just for our team and the individuals that are part of it, but for our clients as well. There’s a level of care and compassion that is rare and I got lucky enough to work with a whole team of people that posses those qualities.

Dreama Randolph
Registered Wealth Associate

I love being part of the Cooke Financial Group, building strong relationships with our clients, and providing them the personalized support they deserve.

Adrienne Monka
Registered Wealth Associate, Director of Operations

We have honest conversations, lots of laughs, and we all work toward a common goal. We treat our clients like family, and the longstanding client relationships reflect the excellent client service and friendships the team has fostered over the past 55 years.

Claire Cooke
Wealth Advisor