Our Latest
Investment
Commentary
No Free Lunch: 3rd Quarter 2024 Commentary
September 30, 2024
3rd Quarter 2024: Market and Economy
September 30, 2024
Mont Ventoux: 2nd Quarter 2024 Commentary
June 30, 2024
Planning
Commentary
Your 2024 Year-End Planning Checklist
November 11, 2024
Tax Sunset Looming: Is Your Estate Ready for 2026?
October 15, 2024
FAFSA Changes Are on the Way
September 3, 2024
Firm
News
Bragg Financial Hosts Webinar on the Corporate Transparency Act
October 14, 2024
Bragg Financial Welcomes Lauren Klaiber, CFA
September 3, 2024
Bragg Financial Welcomes Waverly McConnell
June 25, 2024
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
25years
Average experience of our investment committee
24years
Assets under management as‑of 9/30/2024
$3
.
3billionWho 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.
