Cooke Financial Group
Contact Information
-
Address
Financial planner · · 9340 Priority Way W Dr, Indianapolis, IN, 46240 -
Phone
(317) 814-7800 -
Website
cookefg.com
Location
About Cooke Financial Group
Cooke Financial Group is a financial planner in Indianapolis, IN. The firm serves as a fiduciary wealth advisory practice for individuals, families, and business owners managing complex financial needs, as well as for organizations overseeing long-term capital and fiduciary responsibility. The team brings together certified professionals holding CFP®, CIMA®, CEPA®, and BFA™ credentials across three generations of advisors. They focus on long-term decisions requiring judgment, discipline, and clarity, providing guidance through market cycles and periods of change. The firm holds a 5.00 rating based on customer reviews.
John D. Cooke founded Cooke Financial Group in 1969 after returning from service in Vietnam, establishing a philosophy built on trust, continuity, and long-term thinking. His sons, Chris Cooke and Brian Cooke, joined the firm in 1992 and led its transition to an independent advisory structure in 2016. The team leverages institutional-level resources and technology strategy through an affiliation with Sanctuary Wealth. Advisors work to provide confidence in every market cycle, helping clients navigate growth, change, and retirement planning with structured, long-term perspectives.
The firm and its advisors have received multi-year national and regional recognitions. Chris Cooke and Brian Cooke have been named Forbes America's Top 250 Wealth Advisors and Forbes Best-In-State Wealth Advisors, and have appeared on Barron's Top 1500 and Top 1200 Financial Advisors lists. Tammy Williams has been recognized as a Forbes Best-In-State Wealth Advisor, a Forbes Top Women Wealth Advisor, and a Forbes Top Next-Gen Wealth Advisor. The firm itself has been listed in Forbes America's Top RIA Firms and recognized by Expertise.com as one of the Best Financial Advisors in Indianapolis, Carmel, and Fishers.
Cooke Financial Group combines decades of family leadership with rigorous fiduciary standards to deliver clear, disciplined financial guidance. Their consistent recognition by industry leaders reflects a sustained commitment to client interests and long-term wealth management in Indianapolis.
The business is situated near East 96th Street, about a fifth of a mile from the main road, and close to North Keystone Avenue, which is roughly a quarter mile away.
BizScoreAI awards a Technical score of 94 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The Content Quality score is 75 out of 100, meaning the site clearly answers customer questions and provides content that AI assistants can quote directly. The firm ranks number 3 of 20 Financial planner businesses that BizScoreAI has scored in Indianapolis.
Services:
- Community Impact Initiatives
- Fiduciary Wealth Advisory
- Institutional Wealth Solutions
- Private Wealth Management
- Tailored Portfolio Management
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