About Cambridge Financial & Tax Advisors, LLC
Joe Baumann founded Cambridge Financial & Tax Advisors, LLC in January 2008. Joe specializes in comprehensive financial planning, including tax planning and preparation, budgeting, education planning, insurance and investments, wealth management, retirement planning and estate planning. Although Cambridge Financial & Tax Advisors, LLC primarily serves clients in the Central Ohio region, Joe provides full financial planning services to some clients who reside in other states, by way of virtual appointments.
Joe has a B.A. in Business and Accounting from Capital University and earned his Certificate in Financial Planning from The Ohio State University. After working as a corporate accountant for 15 years and concurrently, as a tax accountant for 18 years, Joe worked for several years for another fee-only financial planning firm, gaining experience as a paraplanner and tax advisor.
Joe is a Registered Investment Advisor, and passed a rigorous 10 hour CFP® Board exam to become a candidate for Certified Financial Planner® certification, an exam that sometimes has a pass rate of less than 50%. He is a member of NAPFA (National Association of Personal Financial Advisors), a network of fee-only advisors dedicated to providing comprehensive financial planning services. Joe is also a member of NATP (National Association of Tax Preparers).
Joe has been an avid investor for over 30 years, with a life-long interest in personal finance. His passion for educating friends and family in financial and tax matters over the years dovetails perfectly with his interest in helping others navigate their personal circumstances in order to meet their financial goals.
Joe and his family live in New Albany, Ohio. In addition to following his beloved Buckeyes (football and basketball), he enjoys baseball and has visited most of the national baseball stadiums in North America. Joe also enjoys traveling with his wife and children, relaxing at home, and is active in his church.
Dara Baumann worked for more than 25 years in the insurance business and currently handles general office manager duties and especially enjoys the client relations aspects of her work with Cambridge Financial & Tax Advisors, LLC.