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Joseph E. Marx, CPA, , ,
VP - Consulting
Retirement and Investor Services
Office: (716) 710-4134
Mobile: (716) 392-5610
Fax: (716) 710-4139

Joe is vice president – consulting at The Principal®. He has over 29 years of experience in employee benefits and consulting on ESOPs. He specializes in the analysis, design, implementation, and operation of ESOPs including repurchase obligation planning and retirement plans. His experience also includes tax and executive compensation consulting for companies across the country.


Joe is a Certified Public Accountant.  He earned his Bachelor of Business Administration degree from Niagara University, New York, where he graduated with high honors.  He is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants.


Joe has conducted numerous pension and benefit seminars, written articles for publications such as the Journal of Taxation, and presented at national and regional events for The ESOP Association, NCEO, the Ohio and Vermont Employee Ownership Centers, and the NYS Society of CPAs.

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Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company.  Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, Member SIPC. Principal National, Principal Life,and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392