A small plant grows on a pot filled with coins through financial planning.


Financial Planning

Biondo Investment Advisors understands that financial planning is all about having a strategy in place that matches your personal goals and values, while providing investment management for your needs, now and into the future.

Our experienced Financial Advisors recognize that over time the world changes. Therefore, they consider your personal needs as well as the best way to invest money in fluctuating financial markets. We believe in creating a partnership that encompasses your overall wealth management by providing you with the guidance to make informed decisions.

Let our wealth management team work with you to develop a comprehensive plan so you are prepared to live – and enjoy — the life you envisioned now, and for many years to come.


The Importance of Setting Up a Financial Planning Strategy

A financial planning strategy provides the roadmap to achieve your financial goals.  Imagine taking a trip to a destination you’ve never been to without knowing the distance you must travel, the time needed to get there, or the route to follow. Now think how much easier it would be to have a knowledgeable partner on your side, to help navigate the details and risks along your journey. 

We provide clients with the support to stay on track, by offering customized financial plans that address the important questions about your long-term financial security and the way to attain it.


Financial Planning Foundations

Our financial advisors build a comprehensive financial plan that complements your investment portfolio, so that each area of your wealth works together to realize your personal objectives and aspirations. Reaching your many life goals, whether it’s education funding, major expenses, wealth accumulation or retirement, depends on the management and integration of many aspects of your financial life:


Education Planning

At Biondo Investment Advisors, we can manage both your education and financial planning strategies by forecasting anticipated expenses, evaluating an effective savings approach, and outlining appropriate investment vehicles.


Retirement Planning

Together, with our financial management team you develop a blueprint so you can visualize where you want to be, whether retirement is far off or just around the bend.

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.