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Simple Pricing. Complete Guidance.

From big-picture planning to day-to-day decisions, we’re here to guide—not sell.

Mask group

15 Years

of Trusted Service

 

CERTIFIED FINANCIAL
PLANNER® Professional

 

Proud Sponsor of 
RedRaiderSports.com

Supporting our West Texas Community
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Financial Planning

Build A Solid Financial Plan, Together

We start with your priorities for your family, then build a plan to support your entire financial life—from everyday decisions to long-term goals.

  • Retirement & College Planning
  • Business & Tax Strategy
  • Social Security & Pension Guidance
  • Insurance & Estate Planning Reviews
  • Cash Flow & Debt Management
  • Savings & Investment Strategy
  • Executive Compensation & Stock Options
  • Charitable Giving & Legacy Planning
  • Get solid, investment advice for your 401k, 529, and other outside accounts.

 

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Investment Management

Investing Handled For You

Prefer to leave your investments to a pro? With our Investment Management, we’ll manage your investments from setup to strategy, monitoring performance and making updates—so you can focus elsewhere.

  • Custom investment strategy
  • Account setup and transfers
  • Execution of trades
  • Ongoing monitoring and adjustments
  • Transparent reporting and updates
  • Collaborative, long-term approach
  • Included up to $250K in assets
  • Optional management beyond $250K fee. 

Pricing

$231/month - includes investment management for your first $250K.

0.5% annual fee on assets over $250K.

No hidden fees. No long-term commitment. No investment minimum.

Who We Support

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"We have been very pleased with Derek at Open Door Financial Advisors! He helped consolidate and shelter our investments from recent market volatility and even significantly grow our savings.  You can trust and rely on his advice because of his honesty and integrity!"

Charles

"Working with Derek at Open Door has been such a positive experience! Derek is intentional about understanding personal financial goals for his clients and working alongside them to make their financial plan meet those needs. He has been an invaluable resource for our family and is always willing to take a call or answer a question. He is an excellent communicator and strives to educate his clients as they work together to plan for the future. He is friendly, competent, and kind."

Kristen & Mike

"Derek has been a great resource for us as we have navigated major life changes, including a huge house renovation and addition, saving for adoption, retirement, job changes, and college fund for our kids, all while trying to learn new spending and saving habits. He has brought a lot of clarity to what is normally such a stressful and complicated topic for families--money management. The best part of all is that we share our faith and conviction in Christ, and his advice is always Christ-centered and God-honoring. I highly recommend working with him!”

Tim

“Thank you for helping us bring order to our retirement. From consolidating the many 401Ks and converting them to ROTHs in a well-timed, tax-advantaged way to putting our HSA to work and diversifying our brokerage monies, we are pleased that our income streams are lined up to our schedule easing our minds for the future.” 

T & J

Take The First Step

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