INDIANAPOLIS, IN, March 01, 2019 — Chris and Brian Cooke were named to the Forbes’ 2019 List of Best-in-State Wealth Advisors, a ranking of the best national, regional, and independent firms in the United States, for the second consecutive year. Out of more than 29,000 nominations submitted and 44 Advisors recognized in all of Indiana (the full list can be viewed here), the Cooke brothers were ranked #1 and #2 in the state.
The Forbes’ 2019 list of Best-in-State wealth advisors is based on an algorithm that ranks advisors based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance was not a criteria due to varying client objectives and lack of audited data. Neither Forbes, nor Shook received a fee or any compensation for rankings. Ranking is not an endorsement and does not guarantee future performance. (learn more about the rankings here.)
“We are deeply proud to have been recognized by Forbes again and believe it is a testament to 50 years of the Cooke Financial Group putting customers first,” said Chris Cooke.
Chris and Brian Cooke are Principals and Senior Institutional Consultants at Cooke Financial Group. They oversaw the Cooke Financial Group merger with the Noyes Group, LLC in 2016, thus laying the groundwork for the formation of Sanctuary Wealth Partners, of which the Cooke Financial Group was the inaugural partner team. The brothers currently also serve as Board Members of Sanctuary Wealth Partners.
Cooke Financial Group provides holistic financial planning, professional investment, and wealth management consulting services for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans, and trusts. It is through the Sanctuary network that the Cooke Financial Group pioneered the concept of Partnered IndependenceSM by providing like-minded independent advisors open-architecture access to best-in-class investments, resources, and operational support.
About Cooke Financial Group
Founded in 1969, The Cooke Financial Group is a premier investment advisor, known for its tradition of providing superior client service and steady investment performance across generations and through all market cycles. Based in Indianapolis, its award-winning team of advisors offers a distinctive blend of holistic financial planning, professional investment and wealth management consulting services for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans, and trusts. As of June 30, 2018, the Cooke Financial Group had more than $2 billion in client assets under management.
Cooke Financial Group
8888 Keystone Crossing, Suite 105
Indianapolis, IN 46240
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