Comprehensive Financial Planning and Wealth Management Services.Forbes/SHOOK 2021 #1 & #2 Best-In-State Wealth Advisors in Indiana.Founded in 1969, the Cooke Financial Group is renowned for superior client service and steady investment advice through market cycles.Based in Indianapolis, our award-winning advisors offer a distinctive blend of professional investment and wealth management consulting for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans, and trusts.