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Building Wealth, Limiting Risk & Attaining Financial Security



Celebrating over 45 years of quality financial services


Traphagen Financial Group is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County,  NJ.

For nearly 50 years, Traphagen Financial Group has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in taxation, financial reporting & assurance services, including financing and M&A;  our wealth management team manages client investment assets and provides comprehensive estate, tax, and financial planning services.

As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors.  TFG advisors combine the value of their individual credentials to achieve a comprehensive view of your business and personal goals.



SUCCESS

VISION • CARE • TRUST



→  Learn About Our Mission & History

What is the Traphagen Difference?

Integrity, Experience & Unique Professional Synergies


Traphagen Financial Group holds itself to the highest level of professional integrity and ethical standards. Unlike traditional financial advisory firms, our team is comprised of 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 are rarely found at typical financial firms.


TFG has been recognized for our services in the metropolitan area and throughout the United States.


2018 Successful American Institute of Certified Public Accountants (AICPA) Peer Review

Winner of the Main Street USA Good Business Award for Excellence in Corporate Community Service

Recipient of the New Jersey Business and Industry Association (NJBIA) Public Service Award

Featured in Financial Advisor, Bloomberg’s Wealth Manager and Worth Magazines as one of the Top Wealth Advisors in the Nation from 2004 - 2018

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→ Why Choose Traphagen