Our Latest
Investment
Commentary
The Ugly Truth of Diversification
February 23, 2023
ESG Investing: A Big Help or a Big Hype?
January 13, 2023
Stair Climber: 4th Quarter 2022 Commentary
December 31, 2022
Planning
Commentary
SECURE Act 2.0—A Boost for Retirement Savers
March 22, 2023
What Is Your “Why?”
January 28, 2023
Hand-Me-Downs and Split-Interest Gifts
December 29, 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
59years
Average experience of our client advisor team
25years
Average experience of our investment committee
23years
Assets under management as‑of 12/31/2022
$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.
