Why Us

The Holistic Solution

Our firm has two simultaneous traits which very few wealth management/financial planning firms have:

1. Personal dedication and accountability for the long haul. Many larger firms, with their sales quotas and constantly changing staff simply can’t give you the local-level service that we provide.

2. Diversified solutions to every aspect of your financial life. From a network of independent insurance agents specializing in finding your perfect policy, to our premier investment advising service that’s always in your best interest, to our tried and true tax and accounting services - we have the solutions.

Combine these traits together, and you can begin to understand why our clients stay with us for the long haul. We offer a personal and holistic approach to financial planning that’s simply hard to find in today’s market.

We invite you to do your research on our competitors and the major national players. We’re confident that you won’t find a firm in this region that matches our comprehensive skills in listening, planning, and guiding that makes Gragg & Gragg, LLP go “Beyond the Traditional."

Reaching Your Goals

Navigating your financial life, and all the pieces that work together to make it soar, is easier when you have a trusted advisor there to guide you. Our mission is to reduce the stress and hassle of your financial life by offering our services at each turn in your journey.

Reach your goals faster. Save your money through strategy. Maximize your investments through effective guidance. Help your money meet its ultimate potential. Worry less and do what you love more. Our goal is in helping you reach yours.

History

Gragg & Gragg, LLP had its beginnings in 1965 when Gary Gragg purchased a Shelby, North Carolina accounting practice.  The business, then named “Gary B. Gragg, Accountant,” consisted of general accounting services and income tax preparation.

Twenty-five years later in 1990, Gary’s oldest son, Bryon, acquired the firm and the name was changed to “Gary Bryon Gragg, Jr., CPA.”  While continuing to offer traditional accounting services, Bryon initiated an increased focus on financial planning.  In 1994 Bryon’s brother, Jay, joined the firm, becoming a partner in 2000. At that point the firm became known as Gragg & Gragg, LLP.

Since 2000, Gragg & Gragg, LLP has expanded far beyond the traditional to offer not only the original accounting services but also financial planning and investment advisory services. Under the astute leadership of certified public accountants and personal financial specialists Bryon and Jay Gragg, both of whom possess a solid accounting background, financial acumen and keen insight, the firm has grown into an extensive team encompassing money managers, CPAs, estate attorneys and pension consultants. The Gragg & Gragg, LLP team practices strong professional ethics in their fiduciary and CPA responsibilities to clients and are dedicated to helping both individuals and businesses plan, implement, and carry out forward thinking strategies to maximize their financial potential.

Today, Gragg & Gragg, LLP embodies a competent, accessible, trustworthy team working together to offer clients sound, unbiased and independent service. Their comprehensive capacity for financial planning, along with their skills in listening, planning and guiding make Gragg & Gragg, LLP a financial firm “Beyond the Traditional."