Our Latest
Investment
Commentary
Psychology & Money: When Two Worlds Collide
November 15, 2025
The House Always Wins—Unless You’re Investing
October 13, 2025
Marathon—3rd Quarter 2025 Commentary
September 30, 2025
Planning
Commentary
The Tax Valley: A Hidden Opportunity for Retirees
August 27, 2025
Bridge Loan Bootcamp
August 15, 2025
Donating in Retirement: Give More and Owe Less with QCDs
July 31, 2025
Firm
News
A Letter From Benton Bragg About the Firm’s Future
November 17, 2025
Bragg Financial Welcomes Chris Kearney, CFA
October 27, 2025
Bragg Financial Welcomes Jeremy Clayton, CFA
October 27, 2025
What We Do
We Help Our Clients
Make Good Decisions
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 9/30/2025
$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.
