Firm News

January 14, 2026

2025 Tax Planning FAQs

2025 Tax Planning FAQs Tax season is upon us! We wanted to share a quick […]
November 21, 2025

Charlotte Business Journal Highlights Firm’s Plans to Remain Independent

  A recent Charlotte Business Journal article shines a light on Bragg Financial’s commitment to […]
November 17, 2025

A Letter From Benton Bragg About the Firm’s Future

Greetings, I’m writing to share some exciting news about Bragg Financial Advisors. Our ownership group […]
October 27, 2025

Bragg Financial Welcomes Chris Kearney, CFA

Please join us as we welcome Chris Kearney, CFA, to the Bragg Financial team as […]
October 27, 2025

Bragg Financial Welcomes Jeremy Clayton, CFA

Bragg Financial is pleased to announce that Jeremy Clayton, CFA, has joined the firm as […]
October 24, 2025

20 Years of Partnership with Philips Academy

This year, Philips Academy celebrates its 20th anniversary of serving students with complex learning disabilities. Bragg […]
October 1, 2025

Mutual Fund Managed by Bragg Financial Reaches $1 Billion in Assets

Bragg Financial is pleased to announce that the FPA Queens Road Small Cap Value Fund […]
September 15, 2025

Kermeka Ferguson Honored as Volunteer of the Year

Each May, the Right Moves for Youth (RMFY) annual awards ceremony celebrates student achievement, volunteer […]
August 26, 2025

Bragg Financial Hosts Webinar on the One Big Beautiful Bill Act

Signed into law in July 2025, the One Big Beautiful Bill Act (OBBBA) is a […]