Gragg Financial

About Gragg Financial

<p>Rooted in accounting since 1965, Gragg Financial grew into an investment advisory and planning practice in 2000, bringing tax and financial reporting experience into long-term wealth and retirement planning work.</p> <p>Headquartered in Shelby in the Charlotte metro area, this fee-only registered investment advisory firm works with individuals, high-net-worth clients, small businesses, charitable organizations, and Pension &amp; Profit Sharing Plans. The firm reports $0.5B in assets under management (2026).</p> <p>Gragg Financial is led by CPAs and Personal Financial Specialists Bryon and Jay Gragg, supported by a team that includes money managers, CPAs, and MBAs. It has been named by Accounting Today as a Top Firm by Assets Under Management.</p> <p>For retirement plan sponsors, Gragg Financial offers 3(21) fiduciary investment advice as part of its <a href="/plan-advisors">plan advisor</a> work. What sets the firm apart is its long-standing accounting background, which clients often use alongside investment management and planning.</p> <ul> <li>3(21) fiduciary investment advisory services for retirement plans</li> <li>Financial planning</li> <li>Portfolio management</li> <li>Business advisory support</li> <li>Regulatory compliance services</li> </ul>

Website: https://www.graggfinancial.com/