Welcome to our new website!

About Gragg Financial

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. We advise owners of closely held businesses, young professionals, retirees and near-retirees on financial issues they face in our own unique way. From retirement planning to tax strategies, we work to ensure you are on the right financial path.

WHAT MAKES US DIFFERENT 

We know who we are and how to help you. We offer personal and expert advice in many disciplines - all under one roof.

Our Why

We truly take joy in making a positive difference in our client’s lives. We believe in professional ethics, fiduciary duty and hard work.

Our How

We make this positive difference by listening to our clients and helping them navigate their unique financial journey.

Our What

We offer guidance and advice for Investment Advisory, Financial Planning, Business Advisory and Regulatory Compliance Services.

Meet Our Team

G. Bryon Gragg Jr

CPA/PFS
Managing Partner
read bio
G. Bryon Gragg Jr

G. Bryon Gragg Jr

CPA/PFS
Managing Partner
read bio
G. Bryon Gragg Jr

Jay Gragg

CPA/PFS
Managing Partner
read bio
Jay Gragg

Jay Gragg

CPA/PFS
Managing Partner
read bio
Jay Gragg
Kathy Moses

Kathy

Kathy

Compliance Specialist
D. Shane Smith

Shane

Shane

Director of Business Advisory Service
Donna Bowen

Donna

Donna

Compliance Manager
Sarah

Sarah

Sarah

Compliance Specialist
Larry Dooley

Larry

Larry

Compliance Specialist
Shannon Hovis

Shannon

Shannon

Portfolio Management Assistant
Claythenia “Clay” Pounds

Clay

Clay

Client Services
Donna Bowen

Donna

Donna

Compliance Manager
D. Shane Smith

Shane

Shane

Director of Business Advisory Service
Kathy Moses

Kathy

Kathy

Compliance Specialist
Larry Dooley

Larry

Larry

Compliance Specialist
Sarah

Sarah

Sarah

Compliance Specialist
Shannon Hovis

Shannon

Shannon

Portfolio Management Assistant
Claythenia “Clay” Pounds

Clay

Clay

Client Services

Our History

1965

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.

1990

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.

1994

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.

2000

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.

2001

Relocated corporate offices to 222 N. Lafayette Street.

2006

Relocated corporate offices to 9 East Marion Street.

2015

Founder, Gary B Gragg, Sr retires leaving legacy.

2021

In 2021, Gragg & Gragg rebranded to become Gragg Financial, adding Business Advisory Services to their offering to provide additional, holistic support to our business and investment advisory clients.

1965

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.

1990

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.

1994

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.

2000

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.

2001

Relocated corporate offices to 222 N. Lafayette Street.

2006

Relocated corporate offices to 9 East Marion Street.

2015

Founder, Gary B Gragg, Sr retires leaving legacy.

2021

In 2021, Gragg & Gragg rebranded to become Gragg Financial, adding Business Advisory Services to their offering to provide additional, holistic support to our business and investment advisory clients.

1965

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.

1990

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.

1994

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.

2000

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.

2001

Relocated corporate offices to 222 N. Lafayette Street.

2006

Relocated corporate offices to 9 East Marion Street.

2015

Founder, Gary B Gragg, Sr retires leaving legacy.

2021

In 2021, Gragg & Gragg rebranded to become Gragg Financial, adding Business Advisory Services to their offering to provide additional, holistic support to our business and investment advisory clients.

community involvement

We are intimately involved with our local community in Cleveland County, NC. We believe that supporting you in your financial endeavors starts with knowing you and your family personally through the variety of community organizations we are proud to be part of.
Children's Homes of Cleveland County
Cleveland Community College Foundation logo
Cleveland County Chamber logo
YMCA logo
Hospice of Cleveland County logo
Uptown Shelby logo