A complete list of active advisors currently associated with EGP Wealth Management, LLC

Warmer can help you find a great advisor at EGP Wealth Management, LLC or one who fits your needs even better.

EGP Wealth Management provides investment advisory, financial planning, and pension consulting to individuals (including high‑net‑worth and non‑HNW clients), retirement plans, and businesses. The firm offers both discretionary and non‑discretionary portfolio management and reported approximately $8.5 million in discretionary assets and about $40.4 million in non‑discretionary assets as of December 31, 2025. The firm's investment process uses model portfolios and principles of modern portfolio theory, emphasizing ETFs, mutual funds, stocks, and bonds with ongoing monitoring and rebalancing; clients engaged for portfolio management receive complimentary financial planning. Non‑discretionary clients receive recommendations that must be approved before execution, while discretionary accounts are managed under trading authorizations consistent with client objectives. EGP is affiliated with an accounting entity (EGP PLLC) and discloses that it may recommend affiliated accounting services, and several advisory personnel are licensed insurance agents who may earn commission income on insurance sales, each of which the brochure identifies as a potential conflict of interest. The firm also routinely directs brokerage and custody to Charles Schwab for its model portfolios, giving it access to Schwab’s institutional platform and related services that the brochure notes can factor into custody and execution decisions.

To learn more about the advisors currently working at EGP Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lindsey Baker	North Little Rock, AR	10
Angela Frazier	North Little Rock, AR	12
Colin Gorman	North Little Rock, AR	21
Joe Kersey	North Little Rock, AR	9

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