A Plan Built for the Next Chapter of Your Life
We’re here to take the worry off your plate and put a clear, understandable plan in your hands.
Financial Professionals in Annapolis, Maryland
Meet the Brothers Behind Copper Creek Financial
Jacob Serfas
Luke Serfas
A Family Business, Built on Hard Work
Jake and Luke were raised to value hard work, honesty and taking care of the people who count on you. Their grandfather set that example long before either brother ever talked about money for a living, and his influence still shapes how they treat clients today.
When Jake founded Copper Creek Financial in Annapolis, he built it around a core belief: People deserve an advisor who serves them, not a product. When Luke saw the same thing at the big firms, he came home to help.
Two brothers, one mission and a promise to put families first.
Why Families Trust Copper Creek Financial
Clients choose us because we coordinate every part of retirement, income, investments, healthcare, taxes and legacy, so nothing slips through the cracks.
When you work with Copper Creek, you can expect:
An independent firm serving families in and around Annapolis, Maryland
Straight-talking advice with no jargon and no pressure
Specialized experience helping federal employees plan their benefits
A veteran-led, family-run team that treats you like a neighbor
Our signature Retirement Test Drive, so you see your plan before you commit to it