Our Latest
Investment
Commentary
The Next 60 Years: 4th Quarter 2024 Commentary
December 31, 2024
4th Quarter 2024: Market and Economy
December 31, 2024
The Trump Trade
November 25, 2024
Planning
Commentary
2025 Tax Rates & Inflation Adjustments
December 23, 2024
The Power of Congruence: Aligning Values, Beliefs, and Actions
November 21, 2024
Your 2024 Year-End Planning Checklist
November 11, 2024
Firm
News
2024 Tax Planning FAQs
January 14, 2025
Benton Bragg Featured on @Work Podcast
October 21, 2024
Bragg Financial Hosts Webinar on the Corporate Transparency Act
October 14, 2024
What We Do
We Help Our Clients
Make Good Decisions
How long we've served our clients
60years
Average experience of our client advisor team
25years
Average experience of our investment committee
25years
Assets under management as‑of 12/31/2024
$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.
