For more than 50 years, Traphagen CPAs & Wealth Advisors has helped individuals, families, and business owners make confident financial decisions. As both Certified Public Accountants and Registered Investment Advisors, we bring tax strategy and wealth planning together under one roof—providing proactive guidance that adapts to every stage of your financial journey.
Our integrated approach means we look at your entire picture—your business, your investments, your future—and create strategies that connect them. Whether you’re planning for growth, succession, or retirement, our team combines deep technical expertise with the personalized attention that’s defined Traphagen for more than five decades.
We’ve built more than financial plans—we’ve built relationships. While the world has evolved, our commitment to clients, our team, and our community remains at the heart of who we are.
Learn About Our Mission & History
AWARDS
Traphagen is Proud to Share Our Latest Honors
Traphagen Investment Advisors, LLC
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SMARTVAULT PORTAL |
FIDELITY ACCOUNT PORTAL |
MORNINGSTAR CLIENT PORTAL |