Derrick Alexander, AIF
Founder and Lead Financial Advisor
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Greater Works Wealth
Derrick Alexander, AIF
Tulsa, OK
Serving Clients Nationwide
Founder and Lead Financial Advisor
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Hi, I'm Derrick Alexander. I proudly hail from Tulsa, my hometown where I was born and raised.My educational journey took me through Booker T. Washington High School and culminated in a degree from the University of Tulsa. Following my academic pursuits, I ventured into the realm of professional football, auditioning for teams such as the NFL's Redskins and the Rams. However, a pivotal injury led me back to my roots.
The intersection of my experiences in professional sports and my innate curiosity about finance steered me toward a career in the field. I've discovered a genuine passion for collaborating with business owners, focusing on areas like retirement planning and tax mitigation strategies. In my professional pursuits, fostering enduring relationships with clients takes precedence, transcending the mere confines of financial matters.
Outside of the professional arena, I find true fulfillment in quality time spent with my family.
I have served on and hold the following:
• Advanced ERISA Fiduciary Training Certificate
• Accredited Investment Fiduciary
• Ultimate Team Award from The University of Tulsa
• Member of the Tulsa Chamber
• Served on the TU Alumni Board
• TU Letterman's Board
Professional Designations
- Accredited Investment Fiduciary (AIF)
Affiliations
- XY Planning Network
Primary Location
100 S Cincinnati Ave, Tulsa, OK 74103
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a conversation. During our introductory meeting, we'll talk about any questions you may have about your current situation. There are no commitments during or after this meeting. The goal is to provide education and put a face to a name! If after this meeting it makes sense to schedule another we will cover those steps at the end of the call. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Greater Works Wealth is a financial advisor that helps business owners create and manage 401(k) plans for their employees. We offer flat 401(k) plan fees and benchmark our clients' plans every 3-4 years. We also help small businesses start 401(k) plans.In addition, we offer private investment management and help our clients create financial plans that align with their goals. We create custom investment portfolios that are tailored to our client's risk tolerance. We are here to help our clients with 401(k) rollovers and other retirement accounts.
Who We Serve
✔️ Company Retirement Plans
We help plan sponsors meet their fiduciary duty while offering strategic benefits, tax mitigation, and design planning.
✔️ Athletes and Coaches
With personal experience, we help educate NFL Athletes and Coaches with strategies to maximize their savings during their contracts. We emphasize building positive financial habits.
✔️ Nearing Retirement and Retirees
Helping families prepare for financial independence by providing education on proper ways to invest surplus funds utilizing tax-efficient strategies. We offer designs for distributing those funds in retirement and legacy planning.
Education
The University of Tulsa, Bachelor's degree, Business Administration and Management, General
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- BIPOC
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Professional Athletes
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