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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

24years

Assets under management as‑of 12/31/2023

$3
.
3billion

Who We Are

Bragg Financial is an independent, fee-based, wealth advisory firm. We’re committed to serving our clients, our team, and our community.

Meet Our Team

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.

Individuals & Families   Institutions

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