Bragg Financial Advisors is an independent, fee-based, family run investment advisory firm. We exist to serve our clients, our employees and our community. We take good care of people. We provide expert financial planning, investment advice and fiduciary services to individuals and families, foundations and endowments, and other institutions.
You are now leaving the Bragg Financial Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Bragg Financial or any advisor(s) whose name(s) appears on this Website. Bragg Financial is independently owned and operated.
You are now leaving the Bragg Financial Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Bragg Financial or any advisor(s) whose name(s) appears on this Website. Bragg Financial is independently owned and operated.
Services
Firm founder, Frank Bragg, Jr. grew up in the small town of Oxford, North Carolina. His father, Frank, Sr. was born in 1898 and grew up working long hard days in the tobacco fields of eastern North Carolina. Full of wisdom and stories, he taught Frank, Jr. that if you work hard and you're honest and you take care of people, you're ahead of 90% of the rest of the world.
We believe that a clear financial plan provides the foundation for making good investment decisions. We begin by listening to you. Our team of experts will spend a lot of time asking questions and listening to your thoughts, your plans, your worries, your hopes and dreams. We will help you articulate clear, measurable goals for your saving, spending and giving objectives.
As a fiduciary, you are responsible for making investment decisions on behalf of a charity or its beneficiaries. The liability is placed on your shoulders to select and monitor plan assets with an appropriate level of risk based on the foundation or endowment documents. We can help you establish a clear written process to reduce risk and meet your objectives.
The Client Service Associate serves a crucial role on the wealth management team at Bragg Financial. Partnering with a team consisting of Client Advisors and Portfolio Managers, the Client Service Associate works directly with clients and other team members to deliver excellent service to clients of the firm.
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