What are the 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

Bragg Financial

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United States
Charlotte, NC
Bragg Financial

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

07/16/2026

Markets staged an impressive comeback in the second quarter, but the biggest story may be who is leading the way. In his latest article, Portfolio Manager Matt DeVries explores why diversification is proving its value in 2026—and what risks remain on the horizon.

🔗 https://buff.ly/x0oe6gn

07/09/2026

America just celebrated its 250th birthday—and investors have plenty to celebrate, too. In his Q2 commentary, Benton Bragg explores what’s driving a surprisingly hot market: a resilient economy, strong corporate earnings, and the ongoing AI boom. He also offers a timely reminder that four straight years of strong returns are a gift, not a guarantee, and that discipline still matters.

🔗 https://buff.ly/aVnZgbI

07/02/2026

The market’s biggest winners may also be its biggest blind spot. As a handful of companies drive returns, what are investors missing beneath the surface? Portfolio Manager Lauren Klaiber looks beyond the headlines in her latest article: https://buff.ly/VdSFriS

06/25/2026

Itemized deductions are making a comeback. Recent tax law changes have shifted the calculus, creating new opportunities—and a few easy-to-miss tradeoffs—for thoughtful planning. Client Advisor Lynn Araujo shows us what to look for: https://buff.ly/H05rRwZ

06/17/2026

Bragg Financial recently announced that they will match up to $75,000 in donations to K Needs Play. This community initiative hopes to bring play-based learning back to 45 CMS kindergarten classrooms this fall. Funds must be raised by July 1 to ensure the pilot program launches successfully. CMS plans to expand the program to remaining elementary schools in coming years. Read more about how you can help at https://buff.ly/b0vssdk

06/04/2026

What a launch for Bragg Foundations—the next evolution of Bragg Bootcamp! Nine years after its inception, the program received a fresh focus for 2026: Financial Fundamentals & Career Readiness. The young adults who joined us brought insight, curiosity, and plenty of energy. We can’t wait to see all they accomplish!

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.

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. 💚☕🫧

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!

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.

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

http://www.braggfinancial.com/

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