Our Latest
Planning
Commentary
Bridge Loan Bootcamp
August 15, 2025
Donating in Retirement: Give More and Owe Less with QCDs
July 31, 2025
Decanting a Trust: Pouring Old Wine into a New Bottle
July 18, 2025
Firm
News
Bragg Financial Welcomes Jaclyn Marker
August 26, 2025
Bragg Financial Welcomes Keffrey Foster
August 12, 2025
Bragg Bootcamp 2025
February 1, 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.
