Brandon Baiamonte, Director of Tax strategy

Brandon Baiamonte

In by Mission Wealth

Brandon Baiamonte, Director of Tax strategy (2)

Brandon Baiamonte

MS, CPA, CFA, CFP®, CFE

Partner and Director of Tax Strategy

Park City

(805) 770-1558

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"My goal is to help our financial advisors and their clients with a holistic approach to tax strategy. Taxes can be a major expense for many of our clients, and I enjoy helping find solutions to minimize those taxes."

As a Partner and the Director of Tax Strategy at Mission Wealth, Brandon Baiamonte leads the tax department in developing and implementing effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning helps clients achieve their financial goals.

Driven by his passion for learning and helping others, Brandon researches tax strategies and collaborates with client advisors to implement them for their clients. With his dedication and expertise, Brandon helps clients optimize their financial plans through tax-efficient solutions.

Brandon was promoted to the partner group at Mission Wealth in January, 2024. 

"My goal is to help our financial advisors and their clients with a holistic approach to tax strategy. Taxes can be a major expense for many of our clients, and I enjoy helping find solutions to minimize those taxes."

As a Partner and the Director of Tax Strategy at Mission Wealth, Brandon Baiamonte leads the tax department in developing and implementing effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning helps clients achieve their financial goals.

Driven by his passion for learning and helping others, Brandon researches tax strategies and collaborates with client advisors to implement them for their clients. With his dedication and expertise, Brandon helps clients optimize their financial plans through tax-efficient solutions.

Brandon was promoted to the partner group at Mission Wealth in January, 2024. 

Learn About Brandon Baiamonte

Professional Background

Before joining Mission Wealth, Brandon Baiamonte gained extensive experience in the financial industry. He started his career at Merrill Lynch as a financial advisor, where he developed a passion for financial planning and investing that he still carries today. He later worked as an Internal Revenue Agent for nearly 12 years, conducting audits for a wide range of taxpayers, from high-net-worth individuals to businesses across various industries. Prior to joining Mission Wealth, Brandon also served as both a CFO and controller for real estate development and private equity companies, honing his expertise in finance and accounting.

Brandon Baiamonte holds a Bachelor of Business Administration in Accounting from Boise State University and a Master of Science in Accounting from the University of Connecticut. He is also certified as a Certified Public Accountant, Certified Fraud Examiner, CERTIFIED FINANCIAL PLANNER®, and a Chartered Financial Analyst. 

Personal Pursuits

Brandon Baiamonte resides in Salt Lake City, Utah with his wife and four children. He enjoys hiking and spending quality time with his family and friends. Travel is a significant passion of his, as he has visited more than 40 countries. Brandon once took a sabbatical from work and traveled to many incredible places with his wife. In addition to travel, he volunteers at his local church during his spare time.

Awards and Recognitions

*for award disclosures and methodology, visit awards & rankings

Brandon Baiamonte Volunteering

In the News

View these recent Insight articles authored or contributed by Brandon Baiamonte.
There's Still Time to Fund an IRA for 2023 (Before Tax Day)

There’s Still Time to Fund an IRA for 2023 (Before Tax Day)

If you had earned income last year, you may be able to contribute up to $6,500 for 2023 up until your tax return due date,
Tax Season News and Survival Tips from a CPA

Tax Season News and Survival Tips from a CPA

Even though the 2024 tax year is well underway, there may still be time to take steps that lower your tax liability for 2023.
2023 Year-End Tax Tips

2023 Year-End Tax Planning Tips

Here’s a few important tax reminders to consider as you weigh potential tax moves between now and the end of 2023.

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.
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