Indianapolis fiduciary wealth advisors.
Helping Indianapolis families, business owners, executives, and institutions preserve, grow, and transfer wealth since 1969.
Advice built around relationships, not product sales.
Our team takes time to understand what matters most to you. We build clear financial strategies designed to support your life today and the years ahead.
What Clients Can Expect
| Clear advice shaped around your priorities |
| Consistent communication from a dedicated team |
| Planning that adapts as life changes |
| Recommendations made without sales pressure |
Cooke Financial Group Snapshot
| Serving clients since 1969 |
| More than $2B in assets under management (as of 04/30/2026) |
| More than 200 combined years of industry experience |
| Headquartered in Indianapolis, Indiana |
Planning built for every stage of life.
Financial needs change over time. We help clients organize and coordinate the key parts of their financial lives so decisions stay clear and connected.
Wealth Management
We build investment strategies around your goals, income needs, and comfort with risk. Portfolios are reviewed regularly and adjusted as your needs change.
Retirement Planning
We help clients prepare for retirement with income planning, distribution strategies, and guidance designed to support long-term financial stability.
Estate and Legacy Planning
Our team works alongside attorneys and tax professionals to help clients prepare for wealth transfer, charitable giving, and future family needs.
Recognized for the work behind every client relationship.
Our industry recognition reflects consistent service and long-term client outcomes. We focus on doing the work well, year after year.
America's Top 250 Wealth Advisors
Recognized nationally and regionally, including multi-year rankings for Best-In-State Wealth Advisors, Top Women Wealth Advisors Best-In-State, and Top Next-Gen Wealth Advisors Best-In-State.
Top 1500 Financial Advisors
Recognized as a multi-year national recipient, maintaining consecutive annual rankings that reflect sustained institutional scale, asset growth, and dedication to client fiduciary standards.
200 Advisors to Watch (Over $1 B)
Recognized on national lists for elite scale and momentum, highlighting the firm’s multi-year distinctions for major asset growth and prominent inclusion in the 200 Women Advisors to Watch category.
Not indicative of advisor’s future performance. Your experience may vary. Click for full award disclosures.
Chris Cooke and Brian Cooke (2018-2026): Forbes America's Top 250 Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Chris Cooke and Brian Cooke (2018-2026), Tammy Williams (2025-2026): Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Chris Cooke and Brian Cooke (2026): Barron's Top 1500 Financial Advisors, created by Barron's. Presented in March 2026 based on data provided as of 09/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Chris Cooke and Brian Cooke (2010-2016 and 2021-2025), John D. Cooke (2009): Barron's Top 1200 Financial Advisors, created by Barron's. Most recently presented in March 2025 based on data provided as of 09/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Tammy Williams (2025-2026): Forbes Top Women Wealth Advisors Best-In-State, created by SHOOK Research. Most recently presented in February 2026 based on data gathered from 09/30/2024 to 09/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Tammy Williams (2026): AdvisorHub 200 Women Advisors to Watch (2026), created by AdvisorHub. Presented in April 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Tammy Williams (2024-2025): 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.
Chris Cooke and Brian Cooke (2025-2026): AdvisorHub 250 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in June 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Chris Cooke (2024): AdvisorHub 150 Advisors to Watch (Over $1B), 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.
Tammy Williams (2023): AdvisorHub 100 Advisors to Watch (Over $1B), 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.
Brian Cooke (2022): AdvisorHub 50 Advisors to Watch (Over $1B), 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.
Tammy Williams (2024-2025): Forbes Top Next-Gen Wealth Advisors Best-In-State (2024-2025), created by SHOOK Research. Most recently presented in August 2025 based on data gathered from 03/30/2024 to 03/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Cooke Financial Group (2023-2025): Forbes America's Top RIA Firms, created by SHOOK Research. Most recently presented in October 2025 based on data gathered from 03/31/2024 to 03/31/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Indianapolis, created by Expertise.com. Most recently presented in January 2026 based on data gathered as of 08/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.
Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Carmel, created by Expertise.com. Most recently presented in January 2026 based on data gathered as of 08/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.
Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Fishers, created by Expertise.com. Most recently presented in January 2026 based on data gathered as of 08/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.
Chris Cooke, Brian Cooke, Lisa Grimes, and Kevin McCurdy (2012-2016 and 2018-2025), Tammy Williams (2022-2025): Five Star Professional Five Star Wealth Manager Award, created by Five Star Professional. Most recently presented in September 2025 based on data gathered from 11/2024 to 05/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
John D. Cooke (2004): Barron's America's 100 Top Brokers, created by Barron's. Presented in 2004 based on data provided as of 2004. No fee was paid to be included in the ranking or to hold out in marketing materials.
Cooke Financial Group (2005): Research Magazine #1 Family Team in America, created by Research Magazine. Presented in 2008 based on data provided as of 2008. No fee was paid to be included in the ranking or to hold out in marketing materials.
Serving clients across Indianapolis and nearby communities.
Our team works with clients throughout central Indiana, both in person and virtually, depending on preference and need.
Primary Areas Served in Indiana
| Indianapolis, Indiana |
| Carmel, Indiana |
| Fishers, Indiana |
| Noblesville, Indiana |
| Westfield, Indiana |
What to expect when working with our team.
Clear answers to help you understand how our team works and what to expect when starting a conversation.
Who is a good fit for working with your team?
We typically work with clients who have complex financial needs or long-term planning goals. This often includes individuals, families, and business owners managing multiple priorities.
What does a first meeting look like?
The first conversation focuses on your goals, questions, and current financial picture. We use that time to understand your situation before making any recommendations.
Do you work with clients outside Indianapolis?
Yes. We regularly work with clients in Carmel, Fishers, and surrounding areas through both in-person and virtual meetings. Our client relationships extend across Indiana and beyond.
What makes your approach different from other advisors?
We focus on long-term relationships and coordinated planning across financial decisions. Clients work with a consistent team over time.
Do I need to have anything ready for an initial conversation?
No documents are required for the first conversation. Most discussions start with an exploration of your goals and current situation.
How do I get started?
You can reach out through the contact form to schedule an initial conversation. From there, we will outline next steps based on your needs.
Work with fiduciary wealth advisors in Indianapolis.
Connect with our team and let us show you what over 55 years of fiduciary wealth management looks like in practice.
Office Hours:
Monday - Friday 8:00 AM - 5:00 PM EST
9340 Priority Way West Drive Indianapolis, IN 46240
(317) 814-7800
contactcooke@cookefg.com