Mark Cooke

Co-Founder and wealth Advisor emeritus

Mark Cooke helped build a firm around a single inspiration—to help people enjoy financial well-being and achieve their financial goals. Mark grew up with loved ones who were unable to manage their money well, and that experience shaped his desire to help others. Before retiring n 2023, his goal was to make a difference in people’s lives every day as a wealth advisor and managing partner of Heritage Financial. He particularly enjoyed the excitement that comes from focusing on goals that excite and challenge clients, all while helping them make a difference in their community or the world.

A now retired resident of Gainesville, Va., Mark and his wife, Cynthia, enjoy time with their extended family and traveling to all corners of the globe. In his current adventure as a Fora Travel Advisor, he serves his travel clients like his financial clients — discovering what is important to them and helping them see their plans come to life.