Our Latest
Investment
Commentary
Labor Shortage—4th Quarter 2025 Commentary
December 31, 2025
4th Quarter 2025: Market and Economy
December 31, 2025
Psychology & Money: When Two Worlds Collide
November 15, 2025
Planning
Commentary
The Future of Social Security
January 6, 2026
Your 2025 Year-End Planning Checklist
November 18, 2025
The Tax Valley: A Hidden Opportunity for Retirees
August 27, 2025
Firm
News
Charlotte Business Journal Highlights Firm’s Plans to Remain Independent
November 21, 2025
A Letter From Benton Bragg About the Firm’s Future
November 17, 2025
Bragg Financial Welcomes Chris Kearney, CFA
October 27, 2025
What We Do
We Help Our Clients
Make Good Decisions
How long we've served our clients
62years
Average experience of our client advisor team
25years
Average experience of our investment committee
24years
Assets under management as‑of 12/31/2025
$4
.
4billionWho We Are
Bragg Financial is an independent, fee-based wealth advisory firm. We’re committed to serving our clients, our team, and our community.
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.
