Cooke Financial Group
Cooke Financial Group is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and institutions. Founded in 1969 by John D. Cooke, the firm has evolved into a nationally recognized advisory practice, specializing in providing personalized financial strategies to individuals, families, and institutions. Cooke specializes in providing personalized financial strategies that encompass various aspects of wealth accumulation, preservation, and transfer. The firm's award-winning multigenerational wealth management team combines local knowledge with global scale to build custom investment portfolios guided by objective long-term strategies.
ABOUT COOKE FINANCIAL GROUP
Cooke Financial Group is a distinguished wealth management firm based in Indianapolis, Indiana.
The firm offers a comprehensive suite of wealth management services tailored to meet the diverse needs of high-net-worth individuals, families, and institutions.
The firm is consistently recognized among the best investment and wealth management by leading financial publications, including Forbes, SHOOK Research, Barron’s, and AdvisorHub.
AREAS OF EXPERTISE
Cooke Financial Group develops customized financial plans that address clients' unique goals, risk tolerances, and time horizons. Their services include retirement planning, debt management, tax minimization, and insurance planning.
The firm assists clients in preserving and transferring wealth across generations through estate and legacy planning, family business succession, tax-efficient strategies, charitable giving, intergenerational wealth transfer, and beneficiary designation reviews.
Institutional Services.
The firm provides tailored solutions for organizations, including corporate retirement plans, investment policy creation, investment manager research, portfolio construction, and business exit strategies.