Traphagen Investment Advisors Recognized by Accounting Today’s 2023 Top Firms by Assets Under Management (AUM).

Traphagen CPAs & Wealth Advisors is proud to announce that the Wealth Management team – Traphagen Investment Advisors has been recognized as one of Accounting Today’s Top 150 Firms by AUM.

In the face of volatile markets, rising inflation, the Federal Reserve ending a decades long era of low interest rates, and a pervading sense of economic uncertainty, the Wealth Magnets of Accounting Today’s 2023 class of the Top 150 Firms by Assets Under Management — the most successful CPA financial planners in the country — have one primary message for clients: Stick to the plan.

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