Your Financial Partner
Personal financial guidance allowing you the freedom to enjoy what matters most.
Joseph P. Biondo, Chief Executive Officer, Chief Investment Officer and Portfolio Manager of Biondo Investment Advisors, LLC has been named to Forbes’ prestigious Best-in-State Advisors list.
Together through life, we plan, we endure, we grow. It is our mission to provide you with the knowledge and security to achieve, explore and meet life’s challenges with confidence.
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.
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.
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.
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.
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.
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.
Everyone makes choices about money nearly every day – how to earn, spend, and save. Our decisions often depend on
Take the time to ask your loved one how they derive joy from money. Valentine’s Day, which falls in the
Happy New Year! The stock market ended a difficult 2022 on a negative note, as the Dow Jones Industrial Average,
Joseph P. Biondo was featured on Nasdaq Trade Talks to discuss his outlook on the year ahead and what
Wealth Advisor, Casey Pisano shared his commentary on how banks navigate loans in this article about interest rates for
Insights from Scott Goginsky, CFA, on teetering markets, the CPI report, and how the Fed has been misfocused on
with Casey Pisano, CFP® & Scott Goginsky, CFA
Biondo Investment Advisors has two convenient locations in Northern New Jersey and Northeastern Pennsylvania. Click the link below to learn more about the areas we serve.
From our offices located in Milford, Pa. and Sparta, N.J. we serve clients locally and throughout the country.