Joseph  Baumann

Joseph Baumann

| CFP®

Cambridge Financial & Tax Advisors, LLC

Fee Only Financial Planner Located in Columbus, OH and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

830 E. Johnstown Road
Suite A
Columbus, OH 43230

Joseph Baumann is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

As a corporate accountant for 15 years and a tax accountant with 18 years of experience, I saw first-hand how vital tax planning was for someone who wanted to be on sturdier financial footing.  However, to truly transform financial function (or even dysfunction) into financial independence, a comprehensive model of financial planning by an unbiased professional is essential. My goal became helping others confidently make decisions that will have a positive impact for years to come. I completed the CFP® Certification Professional Education Certificate Program at The Ohio State University and passed the Certified Financial Planner examination in July 2007. I also have an undergraduate degree in business and accounting from Capital University in Columbus, Ohio.

I opened my own practice, Cambridge Financial and Tax Advisors, LLC, which is dedicated to the fee-only financial planning model. “Fee-only” means I do not accept commissions, which also means that I am not obligated, nor do I benefit from pushing products or services that are not absolutely in a client’s best interest. As a fiduciary, I am committed to providing unbiased, professional financial advice that is tailored to the unique circumstances of each client. I am a member of the Alliance of Cambridge Advisors, a network of fee-only advisors dedicated to providing comprehensive financial planning services. I am also a NAPFA registered Certified Financial Planner™ and a member of the National Association of Tax Professionals (NATP).