The Latest
Planning
Commentary
Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions
August 27, 2019
Firm
News
Bragg Financial Partners with PBS Charlotte for Estate Planning Workshop
September 26, 2019
What We Do
We Help Our Clients
Make Good Decisions
How long we've served our clients
55years
Average experience of our client advisor team
26years
Average experience of our investment committee
22years
Assets under management as‑of 6/30/2019
$1
.
1billionWho 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.
More About...
3rd Quarter 2019: Drought
September 30, 2019
Estate Planning Isn’t Just for the Super-Wealthy
February 28, 2019
Tax Reform & CCRC Medical Deductions
February 1, 2019