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Commentary

Robots: On Progress and the Market’s Long View—2nd Quarter 2025 Commentary

Benton Bragg, CFA, CFP®
June 30, 2025

2nd Quarter 2025: Market and Economy

Matthew S. DeVries, CFA
June 30, 2025

Investment Ingredients: Combining Assets for Optimal Returns

Lauren Klaiber, CFA
May 1, 2025
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Planning
Commentary

Decanting a Trust: Pouring Old Wine into a New Bottle

Jennifer Muckley, CFP®, AEP®, CTFA®
July 18, 2025

Trump Accounts: A New Vehicle for Long-Term Savings

Evan Anderson, CPA, CFP®
July 15, 2025

Understanding the One Big Beautiful Bill and Its Tax Changes

Evan Anderson, CPA, CFP®
July 15, 2025
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Firm
News

Bragg Welcomes Gigi Becker

February 12, 2025

Bragg Bootcamp 2025

February 1, 2025

2024 Tax Planning FAQs

January 14, 2025
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How long we've served our clients

61years

Average experience of our client advisor team

26years

Average experience of our investment committee

23years

Assets under management as‑of 6/30/2025

$4
.
4billion

Who We Are

Bragg Financial is an independent, fee-based wealth advisory firm. We’re committed to serving our clients, our team, and our community.

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Who We Serve

We provide planning advice and portfolio management for high-net-worth families, business owners, foundations and endowments, and other institutions.

Individuals & Families   Institutions

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