Our Latest
Investment
Commentary
Big Cats and Best-laid Plans: 3rd Quarter 2023 Commentary
September 30, 2023
3rd Quarter 2023: Market and Economy
September 30, 2023
Artificial Intelligence: 2nd Quarter 2023 Commentary
June 30, 2023
Planning
Commentary
An Executive’s Guide to Non-Qualified Deferred Compensation Plans
December 6, 2023
2024 Tax Rates & Inflation Adjustments
November 28, 2023
Firm
News
Bragg Welcomes Grace Pharr
December 1, 2023
Bragg Welcomes Meghan Oldis, CPA, CFP®
August 18, 2023
Bragg Welcomes Clint Townsend, CPA, CFA
June 2, 2023
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 9/30/2023
$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.
