Bragg Financial

Bragg Financial Bragg Financial Advisors provides fee-based asset management and planning for individuals, trusts, foundations, and corporations.

A perfect afternoon at the Charlotte Knights game topped off with a big WIN! It doesn't get much better than a company o...
05/14/2026

A perfect afternoon at the Charlotte Knights game topped off with a big WIN! It doesn't get much better than a company outing at the ballpark.

We had such a great time at Eastover Elementary’s Beat the Eagle event! Coffee for teachers and parents, bubble wands fo...
05/05/2026

We had such a great time at Eastover Elementary’s Beat the Eagle event! Coffee for teachers and parents, bubble wands for students—and lots of smiles all around. It’s a special honor to support a school that’s now shaping the fourth generation of the Bragg Financial team. 💚☕🫧

And just like that, the fifth Bragg Financial Shred It is in the books! A big thank you to everyone who came out—and cle...
04/27/2026

And just like that, the fifth Bragg Financial Shred It is in the books! A big thank you to everyone who came out—and cleared out. You’re the reason we love what we do!

Meet Alex Wagner, our newest Client Service Associate! With eleven years of experience, she brings a thoughtful attentio...
04/22/2026

Meet Alex Wagner, our newest Client Service Associate! With eleven years of experience, she brings a thoughtful attention to detail and a genuine enthusiasm for caring for clients. Outside the office, Alex enjoys traveling and spending time with family, often at the same time. We’re excited to welcome her to the Bragg Financial team! Get to know more about Alex at https://buff.ly/i3NfkJx.

If we learned anything in the first quarter of 2026, it’s that the world still runs on oil. With uncertainty in the head...
04/16/2026

If we learned anything in the first quarter of 2026, it’s that the world still runs on oil. With uncertainty in the headlines, Portfolio Manager Matt DeVries takes a step back and looks for value in volatility. Learn more in his latest quarterly commentary, available at https://buff.ly/8OeOsQ1.

Though AI continues to dominate headlines, some in the investing world are shifting away from knowledge-economy stocks. ...
04/10/2026

Though AI continues to dominate headlines, some in the investing world are shifting away from knowledge-economy stocks. The HALO trade is instead leaning into physical assets like pipelines, power grids, and data centers. Read along as Benton Bragg examines the case for each in his latest quarterly commentary, available at https://buff.ly/YJIjMgV.

We are thrilled to introduce our new assistant office manager, Leigh Harris! An educator for nearly a decade, she brings...
03/26/2026

We are thrilled to introduce our new assistant office manager, Leigh Harris! An educator for nearly a decade, she brings her passion for helping others to the Bragg Financial team. We can't wait for you to meet her when you visit our office! In the meantime, you can learn more about Leigh at https://buff.ly/KHDmAin.

Retirement isn't just a financial milestone; it's a design challenge. In their latest article, Emily Rose Sheffield and ...
03/19/2026

Retirement isn't just a financial milestone; it's a design challenge. In their latest article, Emily Rose Sheffield and Meghan Oldis explore how to build a retirement with real purpose. Read more at https://buff.ly/IAuCMKr.

We are delighted to welcome Eli Warner to Bragg Financial as a Service Team Associate. A native of the Carolinas, Eli ea...
03/17/2026

We are delighted to welcome Eli Warner to Bragg Financial as a Service Team Associate. A native of the Carolinas, Eli earned his degree from the University of Georgia in 2022 before returning to Charlotte to launch his career. With his incredible attention to detail and upbeat personality, we can’t wait for you to get to know him! Learn more about Eli at https://buff.ly/0NO05ve.

When there are no default heirs, every estate planning decision must be made intentionally—from naming trusted decision-...
03/04/2026

When there are no default heirs, every estate planning decision must be made intentionally—from naming trusted decision-makers to defining a lasting legacy. Jen Muckley explores what’s at stake for childfree adults and how they can plan with purpose. Read more at https://buff.ly/iXVw0Bc.

Address

1031 S. Caldwell Street, Suite 200
Charlotte, NC
28203

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+17043770261

Website

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