Families

A dedicated CFO for your family. Our team plays a part in every major financial decision that our clients and their families face. We are deeply connected to our client families and coordinate the specialists and services they need to manage their financial lives.

What you can expect:

Private wealth management process that considers your entire net worth, from cash to real estate.
Tax and family office resources to coordinate accounting, estate planning, insurance and other services.
Comprehensive wealth plans that are aligned with your investment strategies and actively maintained through our hands-on client service team.

Individuals

A boutique advisory experience built for individuals. We work with individual clients to provide a wide spectrum of wealth management services. However, we believe the reason we have an exceptional client retention rate is our ability to go beyond this core offering to a premium level of client service.

What you can expect:

Private wealth management consulting that considers your entire net worth.
Strategic investment process that has been time-tested through multiple market cycles.
Rigorous process to select from hundreds of independent money management firms.
Seeking out best-in-class service providers and custodians to suit individual client needs.
Tax and family office resources for comprehensive financial life management.
Portfolio monitoring that incorporates quantitative and qualitative performance analysis.
Proactive relationship management and enriching client culture.

Entrepreneurs and Business Owners

An independent wealth advisory driven by the entrepreneurial spirit. The Cooke Financial Group is a family-run business, driven by the same entrepreneurial spirit that inspires the business owners who work with us. As recognized industry leaders operating on a uniquely well-connected independent platform, we have experience dealing with complex business structures, concentrated ownership positions, and exit strategies.

What you can expect:

Comprehensive financial guidance through all major decisions and transitions, from Initial Public Offerings to succession plans.
Insurance, lending and liability strategies.
Fully customized portfolio design and asset allocation process.
In-house wealth management team and family office network to coordinate and organize your complete financial picture.

Step 1: Evaluate Financial Goals

We work with you to uncover and understand your central goals, timelines and parameters for investing. This allows us to generate an Investment Policy Statement, which will help guide decision making going forward.

The Cooke Financial Group Difference:

When considering a portfolio transition, we are mindful of unrealized gains and losses, using tax loss harvesting to offset gains and ensure a tax-efficient transition.

Step 2: Develop Custom Investment Portfolio

Asset allocation is one of the most important factors in determining investment outcomes. Our team works to design an allocation strategy that aligns with your risk tolerance and financial goals.

The Cooke Financial Group Difference:

We go beyond the traditional 60/40 investment portfolio to deliver customized allocations to our clients.

Step 3: Execute Tailored Investment Strategy

Our managers are vetted against multiple qualitative and quantitative metrics and are reviewed on a consistent basis. Our use of passive and active external investment managers allows us to find best-in-class specialists and spend more time focusing on your wholistic financial picture.

The Cooke Financial Group Difference:

Using the Cooke Financial Group Proprietary Matrix, we follow a rigorous process to select from hundreds of independent money management firms.

Step 4: Grow and Protect Wealth

Our portfolio monitoring process incorporates quantitative and qualitative performance analysis, which allows our team to establish clear recommendations.

The Cooke Financial Group Difference:

We make changes as needed, including but not limited to: tax loss harvesting positions operating at losses to offset realized gains, swapping underperforming managers for our highest conviction managers and assessing cash needs to pinpoint opportune times to raise funds.

Financial Services

Financial Planning

Investment Planning

Wealth Management

Retirement Planning

Asset Allocation

Risk Management

Budgeting

Tax Minimization Strategies

Money Manager Selection

Family Office Services

Multigenerational Planning

Education/Tuition Planning

Corporate Retirement Plans

Portfolio Analysis

Cash Flow Management

Debt Management

Concierge Services

Business Exit Strategies

Concentrated Stock Positions

Liquidity Events

Philanthropic Planning

Lifestyle Management

Insurance Planning

Legal Coordination

Personalized Investment Research

Executive Compensation Planning

Wealth Transfer Strategies

Estate Planning

Legacy Planning

Family Business Succession Planning

Tax-Efficient Gifting Strategies

Charitable Giving Strategies

Intergenerational Wealth Transfer

Beneficiary Designations Review

Wealth Protection Strategies

Philanthropic Planning

Special Needs Planning

Business Transition Planning

ESOP Consulting

Forbes Top 250 Wealth Advisors in America

2024, 2023, 2022, 2021, 2020, 2019, 2018

Forbes #1 and #2 Best-In-State Wealth Advisors in Indiana

2024, 2023, 2022, 2021, 2020, 2019, 2018

Barron's Top 1,200 U.S. Financial Advisors

2024, 2023, 2022, 2021, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009

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

AdvisorHub Top 100 Women Advisors to Watch

2024

AdvisorHub 150 Advisors to Watch (Over $1B)

2024

AdvisorHub 100 Advisors to Watch (Over $1B)

2023

AdvisorHub 50 Advisors to Watch (Over $1B)

2022

Expertise.com Best Financial Advisors in Indianapolis

2024, 2023, 2022

Five Star Wealth Manager Award

2024, 2023, 2022, 2021, 2020, 2019, 2018, 2016, 2015, 2014, 2013, 2012

Financial Times Top 400 Financial Advisers

2020, 2019, 2018, 2016, 2015, 2014, 2013

Results not guaranteed. Individual experience may vary. Click for full award disclosures.

Forbes Top 250 Wealth Advisors (2018-2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Forbes Best-in-State Wealth Advisors (2018-2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Barron's Top 1,200 U.S Financial Advisors (2009-2016 & 2021-2024), created by Barron's. Most recently presented in March 2024 based on data provided as of September 2023. No fee was paid to be included in the ranking.

AdvisorHub Top 100 Women Advisors to Watch (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.

Forbes Best-in-State Top Next-Gen Wealth Advisors (2024), created by SHOOK Research. Presented in August 2024 based on data provided as of March 2024. No fee was paid to be included in the ranking.

Forbes Top RIA Firms in America (2023-2024), created by SHOOK Research. Most recently presented in October 2024 based on data provided as of March 2024. No fee was paid to be included in the ranking.

AdvisorHub 150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from January 2022 – December 2022. No fee was paid to be included in the ranking.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data based on data gathered from January 2021 – December 2021. No fee was paid to be included in the ranking.

Expertise.com Best Financial Advisors in Indianapolis (2022-2024), created by Expertise.com. Most recently presented in January 2024 based on data gathered as of August 2023. No fee was paid to be included in the ranking. Additional fee was paid for advertising.

Five Star Professional Wealth Manager Award (2012-2016 & 2018-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from November 2023 to May 2024. No fee was paid to be included in the ranking.

Financial Times Top 400 Financial Advisers (2013-2016 & 2018-2020), created by Ignite Research. Most recently presented in April 2020 based on data gathered as of June 2019. No fee was paid to be included in the ranking.

Retiring Executive

Client Needs:

Executive realized a significant decline in net worth due to a decline in the value of employer's stock price. They were facing a lengthy delay in target retirement date as well as the prospect of a modest lifestyle in retirement.
Sought investment growth and portfolio rebalancing to diversify assets and protect wealth from further downside risk.
Wanted to find a new trusted advisor to help realize financial goals.

Cooke Financial Group Value Added:

Portfolio was reconstructed to better aligned with the client's retirement timeline and lifestyle needs.
Advised on how to handle stock options, including the timing and manner in which to exercise them.
Managed their concentrated stock position and established a periodic liquidation strategy that was compliant with company and SEC policies.

Professional Athlete

Client Needs:

Professional athlete acknowledged the unpredictability of their future income stream given the nature of professional sports and risk of injury.
Sought advice on how to make his contract last through retirement.
Wanted to analyze how much he could spend per year, as well as the effect of purchasing homes, cars, etc. on the likelihood of his money lasting through retirement.

Cooke Financial Group Value Added:

Built out a Monte Carlo analysis, which helps to test an individual retirement plan's viability against a range of market environments and investment outcomes.
Reviewed various levels of annual spend, home values, and various levels of future income to give the client better insight around his long-term financial wellbeing.
Constructed a high growth portfolio given the client's age and maximized retirement accounts for added tax-advantage in their portfolio.

Multigenerational Family

Client Needs:

Family with substantial net worth wanted to stretch their wealth among multiple generations and give back to the community.
Sought to maximize the transfer of wealth to descendants and charity while minimizing taxes.
Former advisor did not have extensive tax, trust and estate planning knowledge, and client's level of wealth required a more wholistic, family office approach.

Cooke Financial Group Value Added:

Worked closely with the family's attorney and CPA to develop a new trust and estate plan, including both family and charitable trusts.
Utilized annual exclusion gifts and lifetime exemption gifts to transfer wealth to the next generation tax-free.
Positioned the parent's trusts conservatively, in line with their risk tolerance, and allocated the assets in the children's trusts for growth potential.

PRIVATE INVESTORS

Grow and protect your wealth.

Create, enhance, and maintain your lifestyle.

Families

Individuals

Entrepreneurs and Business Owners

The Cooke Financial Group consulting process.

Step 1: Evaluate Financial Goals

Step 2: Develop Custom Investment Portfolio

Step 3: Execute Tailored Investment Strategy

Step 4: Grow and Protect Wealth

Personalized solutions for every step of your financial journey.

Financial Services

Concierge Services

Wealth Transfer Strategies

Locally rooted, nationally recognized.

Results not guaranteed. Individual experience may vary. Click for full award disclosures.

Success stories from private clients like you.

Retiring Executive

Professional Athlete

Multigenerational Family

Connect with the Cooke Financial Group.

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