Independent · Fee-Based · Charlotte, NC

Over 60 Years
of Sound Advice.

An independent, family-run wealth advisory firm committed to our clients, our team, and our community — managing $4.4 billion with integrity and purpose.

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62
Years of Service
$4.4B
Assets Under Management
25
Years Avg Advisor Exp.
24
Years Avg Investment Cmte.
Bragg Financial team
Family-Run
Since 1962
Who We Are

Independent.
Unbiased.
Transparent.

Bragg Financial is an independent, fee-based wealth advisory firm founded on a simple principle: our clients come first. Because we're not beholden to any bank, brokerage, or product company, every recommendation we make is grounded solely in what's best for you.

As a family-run firm with roots in Charlotte, we combine the intimacy of a boutique practice with the depth and rigor of a world-class investment organization. We're committed to serving our clients, our team, and our community — and have been for over six decades.

Meet Our Team
Why Bragg Financial

A Different Kind of
Wealth Advisor

We've spent 62 years refining what it means to give genuinely good financial advice — not just product recommendations.

⚖️

Fee-Only Independence

We receive no commissions. Our compensation is aligned with your outcomes, not product sales — ensuring advice that is fully, genuinely yours.

🏛️

Institutional Depth

With over 25 designations including CFA, CPA, and CFP®, our team brings institutional-grade expertise to every client relationship.

👨‍👩‍👧‍👦

Family-Run Culture

Three generations of the Bragg family have built a firm rooted in long-term relationships — we know your name, your story, and your goals.

📊

Disciplined Investing

Our investment committee — with 24 years of average experience — applies rigorous, evidence-based processes to portfolio construction and management.

🌿

Community Rooted

We believe in giving back. From Bragg Foundations to local initiatives, our commitment extends far beyond portfolios into the Charlotte community.

🔍

Transparent Process

No hidden fees. No hidden agendas. You'll always know what we're doing, why we're doing it, and how it connects to your long-term plan.

Who We Serve

Planning & Portfolio Management
For Those Who've Earned It

Wealth planning for families
Individuals & Families

High-Net-Worth Families

Comprehensive wealth planning, investment management, and financial guidance for families navigating complex financial decisions across generations.

Business owner wealth management
Business Owners

Business Exit & Transition

Specialized planning for owners preparing for liquidity events, succession, and life after the business.

Institutions

Foundations & Endowments

Disciplined investment management and governance support for non-profits, foundations, and institutional portfolios with long-term mandates.

Learn More
Our Expertise

Integrated Wealth Planning

  • Investment Management
  • Estate & Tax Planning
  • Retirement Planning
  • Portfolio Construction
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Our People

Expertise You
Can Trust

We've assembled a strong team of professionals with the knowledge, credentials, and dedication to give you expert advice and genuinely great service.

Bragg Financial team
Evan Anderson
Evan Anderson
CPA, CFP®
President · Client Advisor
Anthony Bykovsky
Anthony Bykovsky
CFA
Portfolio Manager
Jen Muckley
Jen Muckley
CFP®, AEP®, CTFA®
COO · Client Advisor
Clint Townsend
Clint Townsend
CFA, CPA
Client Advisor
25+ Industry Designations
CFA · CPA · CFP® · AEP® · CRPC® · CTFA® and more
Meet the Full Team
Insights & Commentary

Thinking Clearly
About Your Money

All Insights
Labor Shortage Commentary
Investment Commentary

Labor Shortage — 4th Quarter 2025 Commentary

Benton Bragg, CFA, CFP® · December 31, 2025

What We Do
Planning Commentary

Trump Accounts: A New Vehicle for Long-Term Savings

Evan Anderson, CPA, CFP® · January 29, 2026

Community Spotlight
Firm News

Community Spotlight: All-In to Fight Cancer

Bragg Financial · February 18, 2026

Our Process

How We Help You
Make Good Decisions

1

Deep Discovery

We begin with a thorough understanding of your financial life — assets, goals, family dynamics, tax situation, and what truly matters to you. There's no template here.

2

Integrated Planning

Investment strategy and financial planning aren't separate — they work in concert. We build a comprehensive plan that addresses portfolio construction, estate considerations, and tax efficiency together.

3

Disciplined Execution

Our investment committee rigorously manages your portfolio, guided by decades of collective experience. We apply time-tested processes — not market speculation — to preserve and grow your wealth.

4

Ongoing Partnership

Life changes — your plan should too. We maintain an active, ongoing advisory relationship, meeting regularly, communicating proactively, and adjusting your strategy as your life evolves.

Common Questions

Frequently Asked
Questions

Fee-based means we're compensated directly by clients — not through commissions on products we sell you. This eliminates conflicts of interest and ensures every recommendation we make is truly in your best interest, not ours.

We primarily serve high-net-worth individuals, families, and institutions. For specific minimums and to determine if we're the right fit for your situation, we invite you to contact us directly for a complimentary initial conversation.

As an independent, privately owned firm, we have no parent company pushing proprietary products. We act as a fiduciary — legally required to put your interests first — unlike brokers who operate under a lower "suitability" standard.

Yes. In addition to individuals and families, we serve foundations, endowments, and other institutions. We provide investment management, governance consulting, and strategic planning tailored to the unique needs of non-profit and institutional clients.

Our offices are located at 1031 S Caldwell St, Suite 200, Charlotte, NC 28203. While we're deeply rooted in Charlotte, we work with clients across the country who value our approach to independent, fee-based wealth management.

Let's Talk

Ready to Make
Wise Decisions?

62 years of sound, independent financial advice is here for you. Reach out today and let's begin a conversation about your financial future.

(704) 377-0261 advisors@braggfinancial.com
Address
1031 S Caldwell St, Suite 200
Charlotte, NC 28203
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Phone
(704) 377-0261
Email
advisors@braggfinancial.com