Founded in 2004, E&G Advisors, LP is an asset and wealth management firm specializing in the management of equity, fixed income and balanced portfolios for individuals, wealthy families, charitable foundations and 401k plans. E&G's disciplined approach strives to increase return, while managing risk and minimizing taxes.
E&G Advisors is registered as an investment adviser with the U.S. Securities and Exchange Commission. The firm is a fiduciary, which means we are required to place our clients’ interest before our own at all times. In accordance with our fiduciary standard, we receive no outside compensation including sales commissions or other incentives. We provide our investment management services on a fee only basis and thus are not influenced by outside parties, thereby freeing us to act as a true fiduciary on behalf of our clients. As a result, our success is directly tied to your success because our compensation only increases if your portfolio grows.
E&G Advisors is committed to developing long-term, successful relationships with its clients through hard work, outstanding service and solid investment performance.
Mark E. Easley is a Co-Founder and a Managing Partner of E&G Advisors. Mr. Easley is responsible for developing and implementing investment strategies for client portfolios as well as the day-to-day management of the portfolios. Prior to founding E&G, Mr. Easley focused on private equity and alternative investments from 2001 to 2004. Mr. Easley began his career practicing law with Eggleston & Briscoe, leaving as a partner in 2000.
Mr. Easley is a graduate of the University of Houston School of Law and is a member of the State Bar of Texas. He also holds a Bachelor of Business Administration from the University of Texas as well as the Series 7, 24, 27, 63 and 65 securities licenses. Mr. Easley was named a Five Star Wealth Manager, an award based upon client satisfaction and sponsored by Crescendo Business Services and Texas Monthly, in 2009, 2010, 2011, 2013, and 2014.
Adam G. Gracely joined E&G Advisors, LP in May 2006 as an Associate and became a Managing Partner in May 2007. Mr. Gracely is responsible for client services, business operations, and serves as the Chief Compliance Officer for the firm. While attending the University of Texas, he was a member of the Men’s Basketball Program as a walk on his senior year. Mr. Gracely began his professional career at Nike, Inc. in Austin, Texas where he served as Team Sports Coordinator in the Timing and Vision group.
Mr. Gracely attended the University of Texas and earned a Bachelor of Business Administration from the Business Honors Program in May 2005. Mr. Gracely holds a Series 65 securities license.
Jeff Dastmalchian joined E&G Advisors, LP in April 2018. Mr. Dastmalchian is responsible for growing the firm's assets under management through strategic client acquisitions and for the ongoing relationship management of the firm's clients. Previously, Mr. Dastmalchian worked for Bank of America for over 25 years. During his career at Bank of America, he spent 15 years as a senior commercial banker within the Bank's Automotive Finance Division. Most recently, he spent 10 years as a Private Client Advisor within the Bank's Private Banking Division.
Mr. Dastmalchian earned a Bachelor of Business Administration from Greensboro College in Greensboro, North Carolina. He holds Series 7 and 66 licenses.
Saif Z. Omer serves as a Financial Analyst and Advisor for E&G Advisors, LP. Mr. Omer focuses on trading, research, and day-to-day management of client portfolios in addition to business development strategies. Previously, Mr. Omer worked for Waddell & Reed, a nationally recognized mutual fund and investment advisory firm.
Mr. Omer is a graduate of the University of Phoenix and attended the University of Houston and Syracuse University. He holds Series 7, 63 and 65 securities licenses.