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Help Throughout
All the Stages of Life

Our founder, Charles Cooke, CFP®, knows well the issues that dentists face in balancing career and family. As the son of a dentist, he witnessed firsthand his father’s struggle to coordinate business and personal wealth.

As a financial planner and CERTIFIED FINANCIAL PLANNER™ professional, Charlie made it his mission to provide financial planning for dentists, and founded Cooke Capital to do precisely that. From our offices in Goldsboro and Wilmington, N.C., our advisory firm guides dentists through all the stages of their career.

Here you can expect highly personalized wealth management that puts your best interests first and a team approach that helps ensure that all areas of your financial plan are implemented. In this way, we strive every day to help you feel confident that your family and business are on the right track.

Check the background of this firm/advisor on FINRA’s BrokerCheck.