Chris and Brian Cooke of the Cooke Financial Group at Noyes Named to Forbes’ 2019 Best-in-State Wealth Advisors

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

(317) 814-7800
(844) 758-5725

[email protected]
www.cookefg.com

Media Contact:

David C. Westcott
Westcott Associates Marketing & Media LLC
(914) 672-0892
[email protected]

Sanctuary Wealth Partners’ Chris and Brian Cooke of Cooke Financial Group Named to Forbes List of Top Wealth Advisors

INDIANAPOLIS, IN, October 29, 2018 – Sanctuary Wealth Partners is pleased to announce that Chris and Brian Cooke of Cooke Financial Group have both been named to the Forbes’ 2018 Top 250 Wealth Advisors, a ranking of the best financial advisors in the United States.

The Forbes 2018 list of top wealth advisors includes 250 advisors across the nation selected from more than 25,000 nominations by SHOOK Research. While this is the first year that the Cooke brothers have been nominated to the list, Chris and Brian Cooke were the only two advisors from Indiana included in the ranking this year. (The full list can be viewed here.)

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.

Jim Dickson, President and Founder of Sanctuary Wealth Partners, proudly states, “We congratulate Chris and Brian Cooke for their recognition by Forbes, which we believe is both well-deserved and well-earned. Chris and Brian are leading the way by example, helping us all aspire for better. Their exemplary values, unwavering dedication to building and preserving client wealth, and philosophy of putting clients first has helped raise the bar for service in our industry.”

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.

“We feel very privileged to be named among the nation’s top financial advisors,” says Brian Cooke. “Each day we show up with one goal in mind — helping our clients succeed financially. Not only are we deeply honored to be recognized by Forbes for doing what we love to do, but humbled too. Our business was built on putting clients first. We are a second-generation family business that considers clients to be part of our extended family. We are dedicated to the success of every client and that is a commitment we have lived by every day for almost 50 years.”

Chris Cooke expresses his appreciation, as well, saying, “We are tremendously honored by this recognition from Forbes because we believe it establishes not just Cooke Financial Group as a leading family office practice — but Sanctuary as one of the leading Advisor-led firms in the country.  Partnered Independence has many advantages. Through the Sanctuary network, Advisors have more options available to help their clients realize their investment goals by providing services that are more customized and diverse than might be available through a traditional wirehouse. The cornerstone of Sanctuary Wealth Partners is taking pride in supporting an independent approach that focuses on what comes first, the client.”

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 approximately $2 billion in client assets under management.

Cooke Financial Group
8888 Keystone Crossing, Suite 105
Indianapolis, IN  46240
(317) 814-7800
(844) 758-5725
[email protected]
www.Cookefg.com

About Sanctuary Wealth Partners

Sanctuary Wealth Partners brings together an elite group of wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly experienced Advisors operate with their clients’ best interests as their primary focus. Partnered IndependenceSM ensures them comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in the Midwest, with offices throughout the country. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, this partner-owned firm offers a comprehensive menu of products and services to individual and institutional clients.

Sanctuary Wealth Partners
250 W 96th Street, Suite 300
Indianapolis, IN 46260
(833) 608-5514
(317) 975-7729
[email protected]
www.Sanctuarywp.com

Media Contact:

Barry M. Schwartz
Schwartz Public Relations
(212) 677-8700, ext. 118
[email protected]

BusinessWire: Noyes Advisors Listed as Best-in-State Wealth Advisors by Forbes

Forbes Names Chris Cooke and Brian Cooke to 2018 Best-in-State Wealth Advisors


INDIANAPOLIS — Noyes, a 110-year-old wealth management and investment banking firm, announced that two of its financial advisors have been named on Forbes 2018 Best-in-State Wealth Advisors. The esteemed recognition was given to J. Christopher Cooke, CIMA® and Brian F. Cooke, CIMA®, two Partners of the Cooke Financial Group at Noyes (“CFG”). The Cooke brothers have received prestigious recognitions from leading financial publications as Barron’s, Financial Times, Bloomberg, and Registered Representatives Magazine.

“As a financial advisement firm that provides top-quality, comprehensive financial planning services and solutions to valued clients, we are incredibly elated to receive this recognition from Forbes,” said LH Bailey, Chairman of the Board at Noyes. “These two gentlemen represent the best of the financial planning industry.”

Forbes’ Best-in-State Wealth Advisors list comprised of over 2,000 top performing advisors across the country and selected according to their state. Forbes ranking, developed by its partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

To view the full list, visit www.Forbes.com.

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