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How long we've served our clients


Average experience of our client advisor team


Average experience of our investment committee


Assets under management as‑of 6/30/2024


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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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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