Your Financial Partner
Personal financial guidance allowing you the freedom to enjoy what matters most.
Forbes 2022 Best-In-State
Congratulations
Joseph P. Biondo
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.
Who We Are
A Trusted Partner
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.
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.
Our Process
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.
Get perspective
As families gather together for summer vacations or events, there may be opportune times for parents to discuss some personal
Markets Bearing The Heat Happy Summer! We hope this commentary finds you and your loved ones well as we enter
It’s one of the most common financial concerns we hear among those getting ready to retire – What do we
In The Media
CEO & CIO, Joseph P. Biondo appeared on TD Ameritrade Network to discuss growth stocks and why he believes
Partner and Senior Wealth Advisor, Karl A. Wagner, III shared the advice he has given to his clients in
Wealth Advisor, Casey Pisano, CFP® provided commentary in Financial Advisor Magazine about tax changes and the impact they may
The Biondo Exchange
with Casey Pisano, CFP® & Scott Goginsky, CFA
