Portrait of Brandon Baiamonte

Brandon Baiamonte MS, CPA, CFA, CFP®, CFE, TPCP®

Partner and Director of Tax Strategy

Based in Salt Lake City, Brandon leads tax strategy, helping integrate planning opportunities and tax considerations into the firm's broader wealth management work.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings

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 nationwide. His extensive experience and knowledge in tax planning help 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.

Brandon Baiamonte, Partner and Director of Tax Strategy

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.

Videos by Brandon Baiamonte

The Benefits of a NUA Tax Strategy with Brandon Baiamonte | Mission Wealth

The Benefits of Roth Conversions with Brandon Baiamonte | Mission Wealth

Awards

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