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®
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
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Peter Traphagen is a NAPFA-Registered Financial AdvisorThe 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.
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Peter Traphagen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Peter Traphagen is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Peter Traphagen is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Peter Traphagen is an Accredited Estate Planner® (AEP®)Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
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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.
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Peter Traphagen is Quoted in Financial Advisor Magazine: "How Tax-Savvy Advisors Can Help Clients During Market Downdrafts"
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Peter Traphagen is quoted in Financial Advisor Magazine: "Focus On Growth"
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Peter Traphagen is Quoted on NJ.com: "As tax day comes and goes, traditions stay strong at accounting firms"
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Traphagen Investment Advisors Named to Accounting Today's "2022 Billion-Dollar Wealth Magnets"
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Peter Traphagen is Quoted in Investor's Business Daily: "Partner With Team Of Experts To Ensure Clients Receive Stellar Service"
Contact Peter Traphagen
Office Locations:
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234 Kinderkamack Road
Oradell, NJ 07649
