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, LLC advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and businesses, offering portfolio management, financial planning, and pension consulting services. The firm charges percentage‑of‑assets fees for advisory services and provides complimentary financial planning for clients who engage its portfolio management services. The firm provides both discretionary and non‑discretionary portfolio management and may implement model portfolios and strategies informed by modern portfolio theory, with ongoing monitoring and rebalancing. As disclosed in the brochure, EGP reported $8,548,853 in discretionary assets and $40,423,626 in non‑discretionary assets as of December 31, 2025, indicating a predominance of non‑discretionary arrangements that require client approval before trades are executed. EGP is affiliated with an accounting firm (EGP PLLC) and an affiliated insurance entity, and the brochure states the firm may recommend affiliated accounting services and that some advisory personnel are licensed insurance agents who earn commissions, disclosures the firm notes may present potential conflicts of interest. The adviser operates with a four‑advisor team managing approximately $48,972,479 for about 82 clients and relies on the Schwab institutional platform for custody and related services, which the firm describes as providing both client‑facing and firm‑level benefits.

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.