Our Latest
Investment
Commentary
The Hidden Risk of Success: Why It’s Important to Realize Gains
January 27, 2026
Labor Shortage—4th Quarter 2025 Commentary
December 31, 2025
4th Quarter 2025: Market and Economy
December 31, 2025
Planning
Commentary
Trump Accounts: A New Vehicle for Long-Term Savings
January 29, 2026
The Future of Social Security
January 6, 2026
Directed Trustees: Flexibility, Accountability, and Teamwork
December 20, 2025
Firm
News
2025 Tax Planning FAQs
January 14, 2026
Charlotte Business Journal Highlights Firm’s Plans to Remain Independent
November 21, 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.
