Bragg Financial Advisors INC

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Investment Advisory Firm | Bragg Financial Advisors | Charlotte NC Bragg Client Portal • Pershing • Schwab Alliance • RightCapital • Form CRS Contact Us MENU Home Home SERVICE 60 YEARS of OVER DECISIONS ADVICE, Sound Wise INDEPENDENT. Unbiased. TRANSPARENT. COMMITTED to our clients, to our community COMMITTED Our Latest Investment Commentary Mag 7 – When Too Much Success Becomes a Risk Lauren Klaiber, CFA May 3, 2026 Dump Trucks and Data Centers—1st Quarter 2026 Commentary Benton Bragg, CFA, CFP® March 31, 2026 1st Quarter 2026: Market and Economy Matthew S. DeVries, CFA March 31, 2026 More Investment Commentary Planning Commentary Avoiding Costly 529 Distribution Mistakes Jennifer Muckley, CFP®, AEP®, CTFA® May 29, 2026 A Return to Itemizing: What Changed and What It Means for Planning Lynn Araujo, CFP® April 30, 2026 Beyond the Numbers: Designing a Purposeful Retirement Emily Rose Sheffield Meghan Oldis, CPA, CFP® February 25, 2026 More Planning Commentary Firm News Bragg Financial Acts Fast to Help Bring Play-based Learning to CMS June 15, 2026 Community Spotlight: Ella Foard Foundation June 1, 2026 Bragg Financial Welcomes Alex Wagner April 21, 2026 More Firm News What We Do We Help Our Clients Make Good Decisions How long we've served our clients 62 years Average experience of our client advisor team 25 years Average experience of our investment committee 24 years Assets under management as‑of 03/31/2026 $ 4 . 4 billion Who We Are Bragg Financial is an independent, fee-b

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