Our Latest
Investment
Commentary
Serious Headwinds: 3rd Quarter 2022 Commentary
October 7, 2022
3rd Quarter 2022: Market and Economy
October 7, 2022
Getting Skunked: 2nd Quarter 2022 Commentary
June 30, 2022
Planning
Commentary
FAFSA Changes Are on the Way
September 23, 2022
Choosing Between a Donor-Advised Fund and a Private Foundation
September 12, 2022
Roth Conversions: One Proactive Measure During Bear Markets
August 30, 2022
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
58years
Average experience of our client advisor team
26years
Average experience of our investment committee
23years
Assets under management as‑of 9/30/2022
$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.
