Founded by Chris Cooke, Cooke Financial Group is an Indianapolis-based financial advisory team that has been serving clients for over 50 years. The firm specializes in multigenerational wealth management for families and institutional consulting for endowments, foundations, and retirement plans. They operate with a client-first philosophy, focusing on creating customized, long-term financial strategies. In 2009, the group partnered with Sanctuary Wealth to leverage a platform that offers greater independence and a broader range of solutions while maintaining a boutique level of client service.

Founded in

United States