The Ugly Truth of Diversification
ESG Investing: A Big Help or a Big Hype?
Stair Climber: 4th Quarter 2022 Commentary
SECURE Act 2.0—A Boost for Retirement Savers
What Is Your “Why?”
Hand-Me-Downs and Split-Interest Gifts
Bragg Welcomes Taylor Saenz
Bragg Welcomes Benjamin Mellman
Bragg Names Jen Muckley Chief Operating Officer
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How long we've served our clients
Average experience of our client advisor team
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Assets under management as‑of 12/31/2022
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.
Who We Serve
We provide expert planning and investment advice to individuals and families, business owners, foundations and other institutions.
FAFSA Changes Are on the WaySeptember 23, 2022
Choosing Between a Donor-Advised Fund and a Private FoundationSeptember 12, 2022
Estate Planning Update: Portability Filing ReliefJuly 29, 2022
Cybersecurity in 2022July 12, 2022