Our Story | Cooke Financial Group

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.

Committed to excellence since 1969.

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.

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 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

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.

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 Five Star Wealth Manager Award (2012-2016 & 2018-2023), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2022 to May 2023. 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.

Dreama Randolph

Registered Client Associate

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.

Adrienne Monka

Registered Client Associate, Team Lead

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

Mallerie Gordon

Scheduling Coordinator

Everyone here is extremely welcoming, hardworking, and always trying to build each other up in the office and outside of it. I would best describe our team dynamic as cohesive. We all are here to serve our clients to our best ability.

Claire Cooke

Wealth Advisor

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.