Five Decades of Quality Services
50 years is very exciting milestone in our Firm’s history, and we are looking forward to the future and the “Next 50 Years!” We are proud to celebrate the progressive and successful Firm that we are today – a full-service financial firm built on a foundation of trust and integrity. Since our Firm was founded, the world has changed dramatically, yet our mission, vision, and values have remained constant. We are still 100% dedicated to our clients and their goals.
Over the past year, we acknowledged our five decades in business by participating in a variety of philanthropical initiatives and honoring our clients, associates, and our community. To learn more about our “50 Acts of Kindness” and view a video recapping our accomplishments, visit our “First 50” page.
In addition, we invite you to view our 50th Anniversary video with personal messages from our Partners.
Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ.
For more than 50 years, Traphagen has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in advisory services in tax strategies, financial reporting, assurance, mergers and acquisitions. Our wealth team manages investment assets and provides comprehensive holistic fee-only advisory services in financial planning, portfolio management, estate and trust planning, as well as wealth transfer strategies. As fee-only advisors, we always act as a fiduciary to our clients. We derive income from our advisory fee – a sliding scale percentage – based upon assets under management.
As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors. Traphagen advisors combine the value of their individual credentials to achieve a comprehensive view of your business and personal goals.
VISION • CARE • TRUST
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 IS PROUD TO SHARE OUR LATEST HONORS
Traphagen CPAs & Wealth Advisors is proud to announce that Robert J. Traphagen, Managing Partner, has been honored with the NJCPA Ovation Lifetime Leader Award.