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
5 out of 5 Stars
Rate this
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 29, 2024
I enjoyed my initial meeting with Derrick. He was very helpful and thorough. He answered my many questions. Highly recommend!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
I recently had the pleasure of speaking with with Derrick, a financial adviser from Great Works Wealth. I was impressed by his profound knowledge and expertise in the field. Derrick was able to provide me with a wealth of valuable information that was comprehensive and easy to understand. What I appreciated most was his quick response and his ability to answer all my questions promptly, clearing any doubts or concerns that I had. He truly exudes professionalism and a genuine passion for helping his clients to make well-informed financial decisions. I highly recommend Derrick for anyone seeking solid financial advice.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 6, 2023
I’ve been trying to get on a path to financial security for years. Greater Works Wealth gave me the tools and infrastructure needed to make that a reality!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 3, 2023
I have worked with Derrick since 2019 and he saw my portfolio through all market fluctuations since i was a client. Anytime I have a question he is a call away and I appreciate his quarterly updates. 10 out of 10 would refer him to a friend (I have too).
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 3, 2023
Derrick and Greater Works Wealth have helped me tremendously with my retirement planning as well as financial decisions in general. I now have clear financial goals and a feasible path to get there.
I highly recommend Greater Works Wealth for all your financial planning needs.
Nicole ~
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 24, 2023
Easy to work with and quick responses
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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