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The Latest

Brian Bonewitz, CFA

Investment
Commentary

Is Now a Good Time to Invest for the Long Term?

February 7, 2020

Phillips M. Bragg, AEP®, CFP® and Jennifer Muckley, CFP®, CTFA®

Planning
Commentary

Estate Planning: Keep Your Eye on the Sunset

February 14, 2020

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

.

1billion

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.

Meet Our Team

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.

Individuals Institutions