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Commentary

The Tortoise and the Hare: Why Most Investment Predictions Fall Short

Anthony Bykovsky, CFA
February 5, 2025

The Next 60 Years: 4th Quarter 2024 Commentary

Benton Bragg, CFA, CFP®
December 31, 2024

4th Quarter 2024: Market and Economy

Matthew S. DeVries, CFA
December 31, 2024
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Planning
Commentary

Do I Still Need My SLAT?

Jennifer Muckley, CFP®, AEP®, CTFA®
January 27, 2025

2025 Tax Rates & Inflation Adjustments

Marta Keiser
December 23, 2024

The Power of Congruence: Aligning Values, Beliefs, and Actions

Emily Rose Sheffield & Meghan Oldis, CPA, CFP®
November 21, 2024
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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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What We Do

We Help Our Clients

Make Good Decisions

How long we've served our clients

60years

Average experience of our client advisor team

26years

Average experience of our investment committee

24years

Assets under management as‑of 12/31/2024

$3
.
3billion

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.

Meet Our Team

Our Culture
Our Team
Our Culture

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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