facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

CELEBRATING OUR FIRST 50 YEARS


Celebrating five decades of quality services


Traphagen Financial Group, Certified Public Accountants and Registered Investment Advisors, is pleased to announce that we have re-branded and launched a new logo in celebration of the Firm's First 50 Years in 2020!

The re-brand of our new logo represents the collaboration of our Accounting and Wealth Management Teams. This important announcement is timely as we prepare to celebrate a very exciting milestone in our Firm’s history – our First 50 Years in 2020!

We are very excited about the progressive and successful Firm that we are today and look forward to the future and the “Next 50 years”. Since our Firm was founded in 1970, the world has changed dramatically, but what has not changed is our mission, vision, and values. We are still 100% dedicated to our clients and their goals.

Over the next few months and throughout 2020, we will mark our five decades in business by planning and participating in a variety of philanthropical initiatives; honoring our clients, associates & community. We will celebrate our history and look forward to the next 50 years.


→  Learn About The First 50 



Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ.

For 50 years, Traphagen has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in tax planning strategies, financial reporting, assurance services, mergers and acquisitions. Our wealth management team manages client investment assets and provides comprehensive holistic fee-only financial planning, portfolio management, estate and trust planning, as well as wealth transfer strategies.

As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors.  Traphgen advisors combine the value of their individual credentials to achieve a comprehensive view of your business and personal goals.


SUCCESS

VISION • CARE • TRUST


→  Learn About Our Mission & History

What is the Traphagen Difference?

Integrity, Experience & Unique Professional Synergies


Traphagen CPAs & Wealth Advisors holds itself to the highest level of professional integrity and ethical standards. Unlike traditional financial advisory firms, our team is comprised of highly experienced professionals who specialize in both business/trust/estate accounting along with portfolio management and personal financial planning. The synergies of these skill sets are rarely found at typical financial firms.


Traphagen has been recognized for our services in the metropolitan area and throughout the U.S.


2018 Successful American Institute of Certified Public Accountants (AICPA) Peer Review

Winner of the Main Street USA Good Business Award for Excellence in Corporate Community Service

Recipient of the New Jersey Business and Industry Association (NJBIA) Public Service Award

Featured in Financial Advisor, Bloomberg’s Wealth Manager and Worth Magazines as one of the Top Wealth Advisors in the Nation from 2004 - 2018

 <


→ Why Choose Traphagen