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1031 South Caldwell Street
1031 South Caldwell Street
Suite 200
Charlotte, NC 28203

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Bragg Financial Advisors

The Bragg Team

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By Benton S. Bragg CFP®, CFA

Now that our children are a little older, my wife Alice and I have committed to taking them on an annual "big trip." This year we went to California. Specifically, the plan was to fly to San Francisco where we would spend a few days doing the big-city thing, and we'd then rent a car to begin making our way down the Pacific coast. We would enjoy the beaches and dramatic scenery of Big Sur, stop off to visit family in Santa Barbara, then hit Sequoia and Yosemite National Parks, visit more family in San Carlos and then fly home. After months of diligent preparation we thought our plan had the makings of a perfect trip. You can probably guess that things didn't turn out exactly as we had planned.

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529 Plans for Higher Education – Five Reasons You Should Consider Funding One

By Mary Lou Daly, CFP®, CPA

As we come to the start of another school year, you may be thinking about how quickly your children or grandchildren are growing up. Whether you are lamenting or joyful, you realize college is right around the corner. Are you prepared?

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Phillips Bragg named Accredited Estate Planner®

Phillips Bragg

The National Association of Estate Planners & Councils has recently certified Phillips Bragg as an Accredited Estate Planner® (AEP®). This designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Congratulations, Phillips!

Federal estate-tax law permanence and NC repeal: Time to revisit your plans

By Phillips Bragg, CFP®, AEP®

Amid a host of headlines out of Raleigh is the news that North Carolina has repealed its estate tax. The tax, which featured a top rate of 16%, was payable by individuals with taxable estates in excess of $5,250,000. The repeal is retroactive...

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Recent Bragg Commentary

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3rd Quarter 2014
Black Snakes & Rebalancing
2nd Quarter 2014
Bragg Thoughts on Internet Security
April 19, 2014
Rigged Markets & the Tooth Fairy
1st Quarter 2014

Bragg Financial Advisors Founder J. Frank Bragg
Frank Bragg
Founder of Bragg Financial Advisors

Bragg in the News

Benton Bragg quoted on NBC National News regarding the government shutdown
NBC News
October 16, 2013 by Jay Gray
Queens Road Small Cap Value fund receives Strong Buy rating, in top-5 list of small value funds
Zacks Equity Research
October 22, 2012 by Zacks Equity Research


CLT Business Journal quotes Benton Bragg regarding rebounding economy
Charlotte Business Journal - 09/13/2013
by CBJ Staff
CLT Business Journal quotes Phillips Bragg regarding fiscal cliff
Charlotte Business Journal - 02/1/2013
by Laura Williams-Tracy

Retirement Plan Contribution Limits

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Celebrating 50 Years

Celebrating 50 years

Bragg Financial Advisors is celebrating our Golden Anniversary! Our firm has helped individuals, families and institutions reach their financial goals and objectives for over 50 years. Frank Bragg started our firm in 1963 when he and his wife Kathy moved to Charlotte from Winston-Salem. Today, we manage over $950 million in assets and serve high net-worth families, foundations and institutional clients with a highly-educated team of associates.

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