CELEBRATING OUR FIRST 50 YEARS During these unprecedented times, we want to assure you that the entire Traphagen Team stands with you at this time of uncertainty. We’ve been carefully monitoring developments related to the COVID-19 pandemic and economic stimulus package, and their potential impact on your situation. LEARN MORE Celebrating five decades of quality services We are pleased to announce that we have re-branded and launched a new logo in celebration of the Firm's First 50 Years in 2020! The re-brand of our new logo represents the collaboration of our Accounting and Wealth Management Teams. This important announcement is timely as we prepare to celebrate a very exciting milestone in our Firm’s history – our First 50 Years in 2020! We are very excited about the progressive and successful Firm that we are today and look forward to the future and the “Next 50 years”. Since our Firm was founded in 1970, the world has changed dramatically, but what has not changed is our mission, vision, and values. We are still 100% dedicated to our clients and their goals. Over the next few months and throughout 2020, we will mark our five decades in business by planning and participating in a variety of philanthropical initiatives; honoring our clients, associates & community. We will celebrate our history and look forward to the next 50 years. → LEARN ABOUT THE FIRST 50 Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ. For 50 years, Traphagen has served as a dynamic leader and provider of financial services. Unlike traditional financial advisory firms, our accounting team specializes in tax planning strategies, financial reporting, assurance services, mergers and acquisitions. Our wealth management team manages client investment assets and provides comprehensive holistic fee-only financial planning, portfolio management, estate and trust planning, as well as wealth transfer strategies. As Certified Public Accountants and Registered Investment Advisors, we are uniquely positioned to be your trusted financial advisors. Traphagen 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 CPAs & Wealth Advisors 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. → Why Choose Traphagen SHAREFILE LOGIN FIDELITY ACCOUNT LOGIN MORNINGSTAR CLIENT PORTAL WHERE'S MY REFUND? 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. Terms & Conditions Powered by Twenty Over Ten