Our Latest
Investment
Commentary
Artificial Intelligence: 2nd Quarter 2023 Commentary
2nd Quarter 2023: Market and Economy
Planning
Commentary
Money Matters After the Wedding
Firm
News
Bragg Welcomes Meghan Oldis, CPA, CFP®
Bragg Welcomes Clint Townsend, CPA, CFA
Bragg Welcomes Meghan Paladino

We Help Our Clients
Make Good Decisions
How long we've served our clients
Average experience of our client advisor team
Average experience of our investment committee
Assets under management as‑of 6/30/2023
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.



Who We Serve
We provide planning advice and portfolio management for high-net-worth families, business owners, foundations and endowments, and other institutions.