Bragg Financial Advisors

At Bragg Financial Advisors, we are committed to serving our clients, our team, and our community. Our story began over 50 years ago, when our founder, Frank Bragg, Jr., started the firm with a simple philosophy: work hard, be honest, and take care of people. This philosophy is woven into our company culture and has guided us to become one of the largest and most respected wealth advisory firms in the region.

Our Services

We provide high-net-worth families, business owners, foundations, and endowments with expert advice and portfolio management. Our team of advisors is dedicated to helping our clients make good decisions about their financial futures. We offer a range of services, including:

• Wealth Advisory: Our team of experts will work with you to create a personalized wealth plan tailored to your goals and risk tolerance.
• Family Office: We provide comprehensive wealth management services for high-net-worth families, including investment management, estate planning, and tax planning.
• Business Owners: We help business owners create and implement a customized wealth plan, including succession planning and retirement planning.
• Portfolio Management: Our investment team manages assets on behalf of our clients, using a disciplined and research-driven approach to achieve their investment goals.

Our Team

At Bragg Financial Advisors, we believe that hiring good people and taking good care of them is key to our success. Our team is composed of experienced, highly educated, and certified professionals who share a passion for helping others. Our advisors are dedicated to providing the highest level of personal service and expert advice to our clients.

Our History

Frank Bragg, Jr., founded the firm over 50 years ago when he moved to Charlotte. Over the years, the firm has grown and evolved, but our core principles of providing expert advice and the highest level of personal service have remained unchanged.

Our Community Commitment

We are committed to our clients and our community. We believe that giving back is an essential part of being a responsible corporate citizen. Our employees are encouraged to volunteer or provide board leadership at nonprofit organizations that are important to them.

Our Designations

Our team of experts is committed to ongoing study and self-improvement. We have worked hard to earn industry designations in our chosen fields of study.