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Cooke Financial Group

@cookefinancialgroup

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Plan for what matters.
Since 1969, we’ve helped clients make financial decisions centered on what matters most to them.

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Our goal this Christmas: 300 children with gifts under the tree.

@flexwareinnovation and our team are working together to make it happen through Apple Pies for Angels.
Flexware started the fundraiser eight years ago. We have volunteered and given financially for the past four.

This week, we mixed dough and rolled out 500 pie crusts on Monday. On Wednesday, we spiralized apples and helped finish more than 200 pies.

For $125, you can sponsor a child in need this Christmas through the Angel Tree Program of the @sa_indiana.

Donations are open through November 25. Let's work together to help make Christmas a little brighter for 300 children.

Use the link in our bio to learn more about the program and sponsor a child. by @cookefinancialgroup

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2 days ago

57 years in business. 10 years as an independent wealth advisory firm. That was the theme of our Open House.

Clients and friends joined us for food, drinks, sweet treats, and an evening of good conversation. Hearing about their lives, not just their goals, is the best part of our work.

Thank you to everyone who came. We're grateful for your trust and support. by @cookefinancialgroup

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10 days ago

Our team spent a few days this week at @sanctuarywealth's annual conference, OASIS. The theme was “What’s Next.”

Technology will keep changing how advisors work. It does not change our mission.

Thoughtful advice starts with listening. We believe in order to build a customized strategy unique to each client we need to talk about what matters to them.

That has been true since we started in 1969. It will be true for the next generation. Wealth advisors at industry conference smiling at camera taken in JW Marriott Tampa Water Street by @cookefinancialgroup

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17 days ago

Kat Sheffer attended the 24th annual Stepping Out in Style fundraising event for Dress for Success Indianapolis last week.

She has attended the event for several years and continues to enjoy supporting Dress for Success and its work to help women build confidence, careers, and greater economic independence.

Since 1999, @dfsindy has provided more than 18,000 women in transition with the programs, support, and network they need to overcome barriers to employment, move forward, and achieve economic stability.

We’re proud to see Kat continue to support an organization making a meaningful difference in our community. Woman smiling on red carpet at an event taken in JW Marriott Indianapolis by @cookefinancialgroup

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21 days ago

Congratulations to Chris Cooke, Co-Chief Executive Officer, Partner, and Wealth Advisor at Cooke Financial Group, on his appointment to the 500 Festival Board of Directors for the 2026–2027 term.

The @500festival has been part of Indianapolis for nearly 70 years, bringing people together through traditions and experiences that extend well beyond race weekend. Its work also supports youth and community programs that make a lasting impact across Indiana.

Chris has been connected to the 500 Festival through Cooke Financial Group’s involvement with the organization over the past several years. We’re proud to see him bring his experience and perspective to the Board and serve an organization that means so much to our community.

Please join us in congratulating Chris on this opportunity to serve Indianapolis and the 500 Festival. Wealth advisor smiling at camera by @cookefinancialgroup

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25 days ago

Some connections to Cooke Financial Group go back further than others. We’re pleased to welcome Madison Hague to Cooke Financial Group as our fall intern.

Madison is a senior studying Finance at @iuindianapolis. She also has a unique connection to our firm: she is the granddaughter of Nancy Hague, a longtime Cooke Financial Group advisor who retired in 2020.

Nancy played an important role in our firm’s history and was a trusted advisor to generations of clients. She still stops in to visit from time to time, and we always enjoy having her back in the office. Her connection to the firm lives on in many ways, including a conference room named in her honor.

Now, we have the opportunity to welcome her granddaughter to the team and give her firsthand experience in the industry where her grandmother spent much of her career.

We’re looking forward to having Madison with us this fall and seeing where her own career takes her. Intern smiles at camera by @cookefinancialgroup

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a month ago

Who handles your accounts if something happens to your financial advisor?

Every client should ask this question.

If your advisor unexpectedly becomes unavailable, you should know who will step in and how your financial plan and investments will continue to be managed.

A strong continuity plan means you are not left trying to figure out what comes next during a challenging situation.

At Cooke Financial Group, our team-based approach means clients have continuity beyond a single advisor. More than one person understands your financial picture and can help when needed. Our team has more than 250 years of combined industry experience.

It may not be the first question you think to ask when choosing a wealth advisor. But it’s an important one. Wealth management team around board room table by @cookefinancialgroup

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a month ago

Tammy Williams has earned the Certified Exit Planning Advisor (CEPA®) credential, adding specialized training in helping business owners prepare for what comes next.

CEPA® is a professional credential focused on the many financial, personal, and business considerations that can shape a business owner’s transition, whether they plan to sell, transfer ownership, or pass the business to the next generation.

For business owners, exit planning is about more than the value of the business. It also means thinking ahead about personal goals, family, financial security, and what life looks like after the transition.

This additional training gives Tammy and Cooke Financial Group more tools to help business owners start those conversations early and make informed decisions about the future.

Congratulations to Tammy on this achievement and continued commitment to serving business owners. Female next-generation wealth advisor smiling by @cookefinancialgroup

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2 months ago

It’s National Dog Day, so we’re giving a round of ap-paws to our four-legged team members for the joy they bring to our workdays.

We’re fortunate to have a team where our dogs are welcome from time to time, adding a little extra personality to life around the office. by @cookefinancialgroup

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2 months ago

Brian Cooke and Chris Cooke and were named to the 2026 Forbes America’s Top 250 Wealth Advisors list for the ninth consecutive year.

The @forbes ranking, developed by @shookresearch, evaluates advisors using both quantitative and qualitative factors. The process considers more than assets and production, including client experience, best practices, client impact, and an advisor’s approach to working with clients.

Nine consecutive years on the list reflects the consistency Brian and Chris bring to their work and the relationships they have built with clients over decades.

Congratulations to Brian and Chris on this meaningful recognition.

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. Two wealth advisors smiling at camera by @cookefinancialgroup

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2 months ago

Plan for what matters.

For us, that means more than building a financial plan. It means understanding what matters most to each client and helping them make decisions around those priorities.

As an independent, fee-based wealth management firm, we have the flexibility to put advice first. Our fiduciary standard requires us to act in our clients’ best interests and put their needs ahead of our own.

That is what “Plan for what matters” means to us. Advice built around your goals, your priorities, and your life. Wealth management team smiling at camera by @cookefinancialgroup

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2 months ago

Tammy Williams was named to the 2026 Forbes Top Next-Gen Wealth Advisors Best-In-State list for Indiana.

This marks the third consecutive year Tammy has been recognized on the list.

The ranking, developed by @shookresearch and published by @forbes, considers both quantitative and qualitative factors. The evaluation goes beyond assets and production to consider client experience, best practices, client impact, community involvement, and an advisor’s approach to serving clients.

This recognition reflects the thoughtful, relationship-driven approach Tammy brings to her work with clients.

Congratulations, Tammy.

(Not indicative of advisor’s future performance. Your experience may vary. Tammy Williams (2024-2026): Forbes Top Next-Gen Wealth Advisors Best-In-State, created by SHOOK Research. Most recently presented in August 2026 based on data gathered from 03/30/2025 to 03/30/2026. No fee was paid to be included in the ranking or to hold out in marketing materials.) Female wealth advisor smiling at camera taken in Indiana by @cookefinancialgroup

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2 months ago