Peter Traphagen

CPA, PFS, AEP®, CFP®

Traphagen Investment Advisors, LLC

Managing Director, Wealth Advisor

Peter Traphagen

CPA, PFS, AEP®, CFP®

Traphagen Investment Advisors, LLC

Managing Director, Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Peter Traphagen, CPA, PFS, AEP®, CFP®

(201) 262-1040

Fee Only Financial Planner Located in Oradell, NJ and Serving Clients Nationwide

Peter Traphagen is an Oradell, NJ fee-only financial planner. Traphagen Investment Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Peter Traphagen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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), a Personal Financial Specialist (PFS) an Accredited Estate Planner (AEP) and a Certified Financial Planner(CFP). He is a member of the New Jersey State Society of Financial Planning and 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 Tax Planning, Personal and Estate Tax Preparation.

 

 

 

Peter Traphagen is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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 businesses. 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Personal Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Peter Traphagen is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CPA - Certified Public Accountant
    Peter Traphagen is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • Financial Planning Association
    Peter Traphagen is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Peter Traphagen

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 234 Kinderkamack Road
    Oradell, NJ 07649

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser