Founded in 1970, Traphagen Investment Advisors is a New Jersey-based registered investment advisory (RIA) firm that operates under a fiduciary standard. The company provides a holistic approach to wealth management, integrating investment management with financial planning services that include retirement planning, tax planning, and estate planning. They serve a diverse clientele of high-net-worth individuals, families, and businesses, focusing on creating personalized, long-term financial strategies.

Founded in

United States