Our Latest
Planning
Commentary
Harvesting the Loss: When Does It Make Sense?
March 26, 2025
Playing Catch-Up: Making Extra Contributions for Retirement
February 26, 2025
Do I Still Need My SLAT?
January 27, 2025
Firm
News
Bragg Welcomes Gigi Becker
February 12, 2025
Bragg Bootcamp 2025
February 1, 2025
2024 Tax Planning FAQs
January 14, 2025
What We Do
We Help Our Clients
Make Good Decisions
How long we've served our clients
61years
Average experience of our client advisor team
26years
Average experience of our investment committee
23years
Assets under management as‑of 6/30/2025
$4
.
4billionWho 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 planning advice and portfolio management for high-net-worth families, business owners, foundations and endowments, and other institutions.
