WHO WE ARE

Christian Advisors


Our Values

We believe our clients and success come from God and are determined to live and conduct our business based on the revealed truths found in the Bible and the following values.

People are important and deserve the RESPECT, care and service that comes from believing every relationship is a privilege.

Character and INTEGRITY demand we provide excellent, fair, objective advice and strive for transparency, moral fortitude and consistency in our personal and professional lives.

We seek to apply WISDOM – the discernment and application of truth, competence and good judgment to life – garnered from years of experience, study of God’s word and patience.

Apart from Jesus CHRIST we can do nothing of lasting value. Therefore we are people of prayer who express our faith through love.

 We are a father/daughter team focused on wealth management from a biblical perspective.

We are a father/daughter team focused on wealth management from a biblical perspective.


With over 30 years of investment, financial and tax experience we have found that through personalized services in a confidential atmosphere we can help our clients be successful.

Fee-Only
Our commitment to fee-only compensation (as opposed to commission based) helps ensure transparency and eliminates many of the conflicts inherent in traditional brokerage relationships. Cooke Wealth Management is an independent Registered Investment Advisory (RIA) firm.

Fiduciary Duty
We believe your financial advisor should be someone devoted to doing what is best for you.  As trusted fiduciaries we truly sit on the same side as you, always working in the best interests of our clients. This is a reasonable expectation for any service professional you choose, so why choose a financial advisor who is not?

CFP® Professionals
CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning. As a Cooke Wealth Management client you work with a CERTIFIED FINANCIAL PLANNER™* professional, to create your financial strategy. To earn the CFP® marks advisors complete an approved education program, pass a rigorous examination and meet stringent experience requirements.

 

Christian Financial Advisors & Kingdom Advisors
As active participants in Kingdom Advisors we are a part of a community of Christian financial professionals advocating and offering financial advice consistent with biblical principles. Professionals committed to integrating faith and practice through on-going training and community. 
The Certified Kingdom Advisor® designation is given to Christian Financial Professionals who have met stringent criteria including; completion of a training program, provided evidence of technical competence and personal integrity, asserted their belief in Christ and have committed to providing financial advice through biblical wisdom.

 
 

*Certified Financial Planner Board of Standards Inc. own the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.