Peter Traphagen


Traphagen Investment Advisors, LLC

Financial Advisor

Peter Traphagen


Traphagen Investment Advisors, LLC

Financial 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 a 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 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 the country’s 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.


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

Contact Peter Traphagen

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Office Locations:

  • 234 Kinderkamack Road
    Oradell, NJ 07649

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