A complete list of active advisors currently associated with Gragg Financial

Warmer can help you find a great advisor at Gragg Financial or one who fits your needs even better.

Gragg Financial provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. As of January 1, 2026 the firm reported approximately $215 million in assets under management and offers ongoing discretionary and non‑discretionary portfolio management as well as written financial plans and consulting services. The firm follows a value‑driven investment philosophy, seeking undervalued companies with strong balance sheets, histories of dividend growth, significant overseas exposure and durable competitive positions, while applying a margin‑of‑safety and a long‑term orientation. Gragg Financial works with sub‑advisors (including CPS Investment Advisors), may incorporate mutual funds, index funds or ETFs where market research is limited, and serves as a fiduciary for ERISA and IRA accounts. Gragg Financial is also organized as a Certified Public Accounting firm and provides traditional income tax and accounting services alongside its investment advisory practice, a combination that is uncommon among peers. The firm offers no‑cost educational seminars on direct instrument and mutual fund investing (with investment advice not tailored to attendees) and uses Fidelity’s Institutional Wealth Services for custody and platform-related services.

To learn more about the advisors currently working at Gragg Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.