Bennett Baiamonte

Wealth Advisor Associate

Austin

"Everything I do is service and relationship driven. My career aspirations are centered around helping individuals and families achieve, not only there financials goals, but whatever is most important to them in life."

As a Wealth Advisor Associate at Mission Wealth, Bennett Baiamonte supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Bennett helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

Learn About Bennett Baiamonte

Professional Background

Bennett started his financial career at Fidelity Investments, servicing client accounts and resolving a wide range of account-related concerns. This service-focused role became increasingly specialized, particularly in working with different types of retirement accounts and higher-net-worth individuals. While working at Fidelity, he developed a strong passion for advisory work and completed a lot of the work required to become a CFP.

Personal Pursuits

Bennett loves just about anything outdoors, including running, hiking, kayaking, fishing, skiing, etc. He is also a big sports fan, especially football and basketball. He has a family of four, and they are the engine behind everything he does. Bennett married his wife, Tiffany, a little over four years ago. Since they were married, she’s given birth to their two girls, Everly and Oakley. Spending time with them and going on weekend adventures is probably his favorite thing to do.

In the News

How Can Affluent Families Balance Summer Lifestyle Spending With Long-Term Wealth Planning?

High-net-worth families often struggle balancing lifestyle spending with long-term financial planning. Learn how intentional cash flow strategies can help families enjoy wealth confidently while staying aligned with long-term goals.

Are You Overexposed to AI? Understanding Portfolio Risks in a One-Theme Market

Artificial intelligence has fueled market gains, but many investors may unknowingly carry concentrated AI exposure. Learn how to identify portfolio risks and diversify thoughtfully.

Behavioral Biases That Influence Investment Allocation Decisions

Learn how behavioral biases such as status quo bias, the recency effect, and loss aversion can influence investment allocation decisions, and how a disciplined approach can help keep your portfolio aligned with long-term goals.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.