Our Latest
Investment
Commentary
Turkey Season: 1st Quarter 2023 Commentary
March 31, 2023
1st Quarter 2023: Market and Economy
March 31, 2023
Planning
Commentary
FAFSA Changes Are on the Way
May 12, 2023
Overfunded 529 Plan?
April 18, 2023
SECURE Act 2.0—A Boost for Retirement Savers
March 22, 2023
Firm
News
Bragg Welcomes Taylor Saenz
August 5, 2022
Bragg Welcomes Benjamin Mellman
July 20, 2022
Bragg Names Jen Muckley Chief Operating Officer
June 8, 2022
What We Do
We Help Our Clients
Make Good Decisions
How long we've served our clients
59years
Average experience of our client advisor team
25years
Average experience of our investment committee
23years
Assets under management as‑of 3/31/2023
$2
.
2billionWho 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 expert planning and investment advice to individuals and families, business owners, foundations and other institutions.
