Joseph Baumann (BA, CFP®)

Joseph Baumann focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Tax planning/preparation, assistance with IRS issues, Retirement planning/401Ks, IRAs and retirement income distribution, investment strategies, financing higher education

Additional Information

I have a BA in Accounting/Finance, held an accounting position for 10 years and became a tax preparer for H&R Block. During my 18 years there, I received many awards and built a loyal base of over 600 clients. Meanwhile, I successfully managed my own investment portfolio and provided financial guidance to family and friends. I became interested in the concepts behind fee-only financial planning. While working as a paraplanner and tax consultant for another fee-only financial planner, I observed first-hand the benefits of fee-only financial planning. I am convinced that the fee-only model is superior to other financial planning models in terms of serving clients’ needs. After completing rigorous coursework in financial planning at OSU and achieving certification as a Certified Financial Planner, I opened my own practice in 2008.