Skip to main content area
Home

Contact Us:  1 (201) 262-1040   

VISION ▪ TRUST ▪ SUCCESS

Search form

  • Accounting Services
  • Wealth Management Services
    • Summary of Services
    • Portfolio Management Philosophy
      • Financial Education
    • Our Portfolios
      • Stable Value Fixed Income
      • Capital Preservation
      • Balanced
      • Moderate Growth
      • Growth
      • Aggressive Growth
  • About Traphagen
    • TFG Overview and History
    • Our Team
      • Meet the Accounting Team
      • Meet the Wealth Management Team
      • Meet the Operations Team
    • TFG Associations & Partners
    • Traphagen FAQs
  • Media Center
    • TFG Media Center
    • Investment Blog
    • Accounting Blog
    • Client Tools
    • Forms and Brochures
    • Newsletter Sign Up
    • Newsletter Archive
    • Events
  • Contact Us
    • Contact Information & Driving Directions
    • Career Opportunities
    • Request an Appointment

Who We Are

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.

Read More...

The Traphagen Experience

Integrity, Experience, and Unique Professional Synergies

Traphagen Financial Group holds itself to the highest level of professional integrity and ethical standards. In addition, unlike most financial advisory firms, we have highly experienced professionals who specialize in both business/trust/estate accounting along with portfolio management and personal financial planning. The synergies of these skill sets, rarely found in other financial firms, is a significant value add for our clients.

Read More...

History of Traphagen

Traphagen not only has a long professional history serving client’s financial needs since 1970, additionally both our firm offices and logo have a storied history. We find this very fitting as both our logo (the Traphagen family crest) and office building represent the strength, experience, and long term focus all our professionals exhibit.

Read More...

Traphagen Media Center

  • Eric Mancini Interviewed by Forbes
  • Robert Traphagen, CPA, CGMA in The Record
Sign Up For Our Newsletter

Home

Accounting & Tax

  • Client Portal
  • Check Status of Refund
  • Tax Alerts
  • Accounting Blog

Portfolio Management

  • Investment Philosophy
  • Our Portfolios
  • Investment Blog

Client Resources

  • Client Tools
  • Download Forms/Brochures
  • Financial Education

Client Account Access

  • Portfolio Analytics and Report Center
  • Fidelity Login
  • Schwab Login

Market Summary

Dow Jones
NASDAQ
S&P 500
10 Yr Bond(%)
Quotes delayed at least 20 minutes.

Traphagen Investment Advisors, LLC (an affiliate of TFG) is a Registered Investment Advisor registered with the SEC and offers securities through Fidelity and Schwab, members FINRA & SIPC.
Copyright ©2011 Traphagen Financial Group  |  Terms & Conditions  |  Financial Website Design by AltaStreet.com