Peter Traphagen| CPA, PFS, AEP®, CFP®
Traphagen Investment Advisors, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Charitable Giving and Trusts
- Cash Flow and Budgeting
- Tax Planning and Preparation
Our Other NAPFA Members
Oradell, NJ 07649
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Peter Traphagen is recognized as one of the Top Wealth Advisors in the Nation, by Financial Advisor, Bloomberg and Worth Magazines.
Peter is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). He is a member of the New Jersey State Society of Financial Planning, Peter is a licensed NJ Life and Health Insurance producer.
He is a member of the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), National Football League Players Association (NFLPA) a Registered Player Financial Advisor, American Institute of Certified Public Accountants (AICPA) and New Jersey Society of Certified Public Accountants (NJSCPA).
He has given numerous seminars on investment strategies and retirement planning. Peter has written articles for and been interviewed by many national publications such as Kiplinger’s Magazine, Financial Advisor Magazine, Money Magazine, Investment News, Crain, The Bergen Record, Wall Street Journal and The Associated Press.
Specialties: Wealth Management Services: Comprehensive Financial Planning, Portfolio Construction, Retirement Planning, Educational Funding, Insurance Planning, Estate & Trust Planning, Personal and Estate tax preparation.
Traphagen Financial Group is a comprehensive financial services firm comprised of Accounting and Wealth Management departments. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our Wealth Management department manages client investment assets and provides comprehensive estate, tax, and financial planning services.
The Traphagen Experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives.
Below you will find an overview of each department:
TFG Accounting and Consulting Department
- Accounting & Assurance Services
- Management Consulting & Acquisition
- Forensic Accounting & Litigation Support
- IRS & State Audit Representation
- Audits & Financial Statements
- Computer Software Implementation
- College Financial Planning
- Tax Planning & Preparation
TFG Wealth Management Department
- Portfolio & Investment Management
- IRA Rollover Specialist
- Retirement Income Planning
- Comprehensive Financial Planning
- Estate & Trust Services
- Insurance Planning
- Wealth Transfer Strategies
- Mortgage Advisory & Refinancing
We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.