BIONDO Perspectives

Welcome to Riskalyze

By The Biondo Team

As part of our on-going commitment to bring new resources to our clients, we would like to formally announce we have implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips our Wealth Advisors to then build an investment portfolio to match your Risk Number and chart a […]

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Team Spotlight Q2-2019

By The Biondo Team

Meet Joe Daly We would like to formally introduce Joseph Daly to those of you who have not yet had the pleasure of speaking with or meeting Joe. Joe is a Wealth Advisor at Biondo Investment Advisors, LLC and is responsible for cultivating new client relationships and an advisor to current clients. He applies his […]

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Job Posting: Client Service Representative Headquartered in Milford, PA

The firm is currently seeking a full time Client Service Representative. This position provides a wide range of administrative, operational and client based services to support the company’s mission of creating and preserving wealth for clients. Specific Duties To Include: Client Services: Provide service support to clients regarding their accounts including: Answering statement questions Processing […]

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Welcome to WealthMap

By The Biondo Team

We often hear from clients and prospective clients, “How am I doing?” WealthMap lets us collaborate with you in real time, and take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals for yourself and your family. We are here to be your […]

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Trusted Contact Form

By The Biondo Team

Do you have a “Trusted Contact”  form on file with us? Should there be any questions or concerns about your health or welfare due to potential diminished capacity, financial exploitation or abuse, endangerment, and/or neglect, this form authorizes us and Fidelity to contact the designated trusted contact. To complete a form, please click the botton […]

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