Built for
Perspective and clarity for every season
Experience authentic wealth advice with your best interests at heart.
2022
Forbes Best-in-State
Top Next-Gen
Wealth Advisors
2023
Forbes Best-in-State
Top Next-Gen
Wealth Advisors
2024
Forbes Best-in-State
Top Next-Gen
Wealth Advisors
2023
Forbes Best-in-State
Wealth Advisors
2025
Forbes Best-in-State
Wealth Advisors
Forbes Top Next-Gen Wealth Advisors Best-In-State for Oklahoma, compiled by Shook Research, LLC (2022, 2023, & 2024). Awarded to Justin Koch. Most recently received in August 2024 based on data gathered from 3/31/23 to 3/31/24.
Forbes Best-In-State Wealth Advisors for Oklahoma, compiled by Shook Research, LLC (2023, 2025). Awarded to Justin Koch. Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24.
No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
We Believe
Sophisticated doesn’t have to be complicated – It does have to be based on you.
Established in Elk City, we value high-trust relationships to help hardworking individuals and families thrive in the Southwest and beyond.
From the Insights
The latest thinking from CopperSky
Who We Serve
Busy people need sophisticated financial solutions.
Successful individuals who have built their wealth with grit and persistence come to us during their big moments. Our goal is to build trust and take care of the details, so you can focus on a fuller life.
Entrepreneurs & Business Owners
Owners facing complicated decisions around growth, succession, or a sale—who need clarity through it all.
Oil & Gas Professionals & Mineral Owners
Executives, operators, consultants, and mineral owners navigating wealth in a cyclical, complex industry.
Self-Made & First Generation
Hard-charging, tenacious people who built their success from the ground up and want a partner who respects how they got here.
Family & Generational Wealth
Families carrying the torch into the second or third generation, focused on stewarding and preserving what has been built.
At an Inflection Point
People in the middle of a big decision or life transition who need trusted guidance to move forward with confidence.
Charitably Minded
Those who care about causes beyond themselves and money, and want their wealth to reflect their values.
We’ll tell you the truth. If we’re the right fit for your wealth, we’ll tell you. If we aren’t, we’ll say so directly—and we’ll personally help you find the professional who is.
Our Services
A timeless perspective for the places we call home.
The most important financial decisions usually come with change. We specialize in the kinds of transitions that shape lives. Our plans are thoughtfully built to match the weight of those moments.
Financial Planning
“Am I ready for what’s next?”
You’ll get a clear, organized plan that helps you see the full picture and move forward with your life.
Wealth Management
“Are my investments right for me?
Your strategy will reflect your goals and values for the kind of future you want to build.
Business Owner Services
“How do I sell/exit my business?”
Step away on your terms, with guidance that helps you confidently move on to what’s next.
