Our Latest
Investment
Commentary
Paw Paws and Persimmons: 3rd Quarter 2021 Commentary
September 30, 2021
3rd Quarter 2021: Market and Economy
September 30, 2021
Higher Tax Bills Ahead!
June 30, 2021
Planning
Commentary
Maximizing Wealth Transfers to Minors
September 29, 2021
Your 2021 Year-End Planning Checklist
September 29, 2021
Pay It Forward: A Primer on Intra-family Loans
September 28, 2021
Firm
News
Bragg Welcomes Anthony Bykovsky, CFA
August 25, 2021
Bragg Welcomes Evan Anderson, CPA, CFP®
August 17, 2021
Bragg Sponsors Documentary on PBS Charlotte
July 1, 2021
What We Do
We Help Our Clients
Make Good Decisions
How long we've served our clients
57years
Average experience of our client advisor team
26years
Average experience of our investment committee
22years
Assets under management as‑of 9/30/2021
$2
.
2billionWho We Are
Bragg Financial Advisors is an independent, fee-based, family run investment advisory firm. We exist to serve our clients, our employees and our community. We take good care of people.
Our Culture
Our Team
Our Culture
Who We Serve
We provide expert financial planning, investment advice and fiduciary services to individuals and families, foundations and endowments, and other institutions.
