Welcome to Gragg Financial!

All Things Financial

BEYOND THE TRADITIONAL

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Gragg Financial develops and implements business and financial strategies that build confidence now and into the future. We focus on everything that’s important to you, helping you make smarter decisions about your business, your investments, and your life.
Gragg Financial team photo

Serving Clients for Over 50 Years

Top Firms 2021 Award
Gragg Financial has nurtured relationships in Cleveland County, North Carolina as an accounting firm since 1965. Since 2000, we have expanded far beyond the traditional to offer not only our original accounting services but also investment advisory, financial planning, business advisory and regulatory compliance services. Under the astute leadership of certified public accountants and personal financial specialists Bryon and Jay Gragg, the firm has grown into an extensive team encompassing money managers, CPAs, and MBAs. We’re proud to be named by Accounting Today as one of the nation’s Top Firms by Assets Under Management in both 2020 and 2021.

Our Services

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Investment Advisory Services 

As registered fiduciaries, no matter your place in life or the amount of assistance you want with your portfolio, we can customize a solution for you.
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Financial Planning Services

We offer personal financial planning that takes all aspects of your financial life into consideration based on your goals and values.
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Business Advisory Services

We make owning a business easier by assisting you with financial and operational business decisions. We act as a strategic partner for you and your team.
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Gragg Financial employees collaborating

Regulatory Compliance Services

For over 50 years, we have delivered tax and accounting services with the quality and care that community members have come to trust.
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Articles & Newsletters

The latest insights

Join our email list to stay up to date with the latest articles, upcoming webinars and key financial insights.
Downtown Shelby, North Carolina

Serving Local Families & Businesses 

Located in the heart of uptown Shelby, NC

Reach out today to learn how Gragg Financial can help you take the next step toward financial security and freedom.
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