Our Latest
Investment
Commentary
Dealing With Inflation
October 10, 2022
Serious Headwinds: 3rd Quarter 2022 Commentary
September 30, 2022
3rd Quarter 2022: Market and Economy
September 30, 2022
Planning
Commentary
2023 Tax Rates & Inflation Adjustments
October 24, 2022
Who Needs a Credit Card?
October 13, 2022
Your 2022 Year-End Planning Checklist
September 26, 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 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 expert planning and investment advice to individuals and families, business owners, foundations and other institutions.
