Important 2024 Tax Filing and IRA Contribution Dates The 2024 federal
Your Financial Partner
Personal financial guidance allowing you the freedom to enjoy what matters most.
Forbes 2024 Best-In-State
Congratulations
Joseph P. Biondo
Joseph P. Biondo, CEO, CIO and Portfolio Manager of Biondo Investment Advisors, LLC has been named to Forbes’ prestigious Best-in-State Wealth Advisors 2024 list.
Who We Are
A Trusted Partner
Our mission is to provide financial guidance and solutions that are personally suited to the needs and long-term goals of people, families, and businesses. We believe trust matters, especially when it comes to financial management, where expert advice, solid research, and consistent results make a profound difference. This philosophy, along with a commitment to accessibility and outstanding service, lies at the core of our firm’s principles.
What We Do
Our Services
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Investment Management
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Financial Planning
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Retirement Planning
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Estate Planning
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Institutional Advisory
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Insurance
We provide individuals, business owners and families solutions that combine comprehensive financial planning and investment management across all facets of their financial life. Whether you’re still working, near or in retirement, we have strategies to align with your dreams and values.
For more information on our services click the link below.
What We Do
Our Services
We provide individuals, business owners and families solutions that combine comprehensive financial planning and investment management across all facets of their financial life. Whether you’re still working, near or in retirement, we have strategies to align with your dreams and values.
For more information on our services click the link below.
-
Investment Management
-
Financial Planning
-
Retirement Planning
-
Estate Planning
-
Education Planning
-
Institutional Advisory
-
Insurance
Who We Are
Welcome to Wealth Map
Learn how our planning process can help you achieve your important financial goals. We look at all aspects of your financial life and utilize WealthMap to provide a view of your complete financial picture. We believe your financial information should be easy to understand, organized, up to date and accessible to you whenever you want.
Our Approach
Building a long-term relationship with
Biondo Investment Advisors
Are we a good fit?
Thank you for considering us as your financial partner. We begin with an introductory discussion to learn about each other – your financial needs and concerns and the capabilities we have to help you.
Where am I? Where do I want to be?
We start with an in-depth discovery meeting to review your current financials, learn what’s important to you and, discuss your future needs, goals and aspirations. Your financial life includes more than investments so we include discussions on education planning, wealth protection, retirement, tax savings strategies and estate planning.
Aligning acceptable levels of risk and reward.
We take you through our Riskalyze assessment that illustrates your personal risk tolerance, providing us insight to the strategies and investment tools that best fit your needs and align with your lifestyle.
Plan Review and Implementation.
We prepare a comprehensive financial plan which, when completed, will serve as your template and guide for future financial decisions. Next, we make a mutual commitment to work together and complete the necessary paperwork to implement your plan. As we seek to build a long-term relationship, we will meet regularly to make sure you’re comfortable with our recommendations and make adjustments as needed.
Confidence in having a financial partner.
You have access to WealthMap, a secure, personal client portal that provides an up-to-date, consolidated view of your accounts. We consistently monitor your progress and schedule periodical reviews to see how you are and discuss results. Our relationship means you have a trusted advisor who will coordinate with your legal and tax professionals and is available throughout your financial life cycle, allowing you to feel confident about your financial well-being.
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Our Locations
Our Locations
From our offices located in Milford, PA and Sparta, NJ we serve clients locally and throughout the country.
Milford, Pennsylvannia
540 Rte 6 & 209, Milford, PA 18337
Sparta, New Jersey
47 Main Street Sparta, NJ 07871
