Joseph Baumann
Joseph Baumann is a CFP-designated registered investment advisor at Cambridge Financial and Tax Advisors, LLC., based in Columbus, OH, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 50 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cambridge Financial & Tax Advisors does not manage or have authority over clients’ accounts, so there are no investment management fees.
Location
830 E Johnstown Rd, Suite A, Columbus, OH, 43230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cambridge Financial and Tax Advisors, LLC.
State Registrations1 state
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