Our Latest
Investment
Commentary
Dinosaur: 4th Quarter 2021 Commentary
December 31, 2021
4th Quarter 2021: Market and Economy
December 31, 2021
Paw Paws and Persimmons: 3rd Quarter 2021 Commentary
September 30, 2021
Planning
Commentary
Adventures in Business Ownership
January 18, 2022
New RMD Tables in 2022—A (Small) Tax Break from the IRS
January 13, 2022
2022 Tax Rates & Inflation Adjustments
December 14, 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 12/31/2021
$3billion
Who 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.
