We are thrilled to announce that Biondo Investment Advisors’ CEO has been recognized alongside his peers nationwide. In April 2022, Joseph P. Biondo was named to the prestigious Forbes Best-in-State Advisors list. Mr. Biondo is the Chief Executive Officer, Chief Investment Officer, and Portfolio Manager of Biondo Investment Advisors, LLC.
“It’s a great honor to be recognized by such a highly respected authority as Forbes,” said Joseph P. Biondo. “And although it’s my name that appears on the list, the recognition really belongs to our entire team. Our approach has always been focused on ‘we’ rather than ‘I’ and that’s a big part of what’s made us successful and led to this honor.” This “partner” relationship – with our clients and their families, with our employees and within our communities, is a founding principle of Biondo Investment Advisors.
Learn More About the Forbes Best-in-State Advisors List
There is a big reason we are so proud of Mr. Biondo and the team working behind him. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual, and in-person due diligence interviews, and quantitative data (as of 6/30/21). Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
A Crowded Field for Forbes Best-in-State Advisors
You may wonder how many other people were up for the award Mr. Biondo won. This year, SHOOK received almost 35,000 nominations for advisors who had met high thresholds and qualifications. The researchers then narrowed the field to 6,500 advisors in all 50 states, the District of Columbia, and US Territories.
Trust Biondo Investment Advisors With Your Investments
If you’re looking for a wealth advisor you can trust, you’re looking for Biondo Investment Advisors. With Mr. Biondo on our team, we are an investment firm built on trust and experience, providing comprehensive financial guidance to individuals, families, and businesses.
Our approach is what makes us stand out. We are committed to putting our clients’ needs and values at the center of everything we do, by providing financial guidance and solutions tailored to match their specific needs and future aspirations. We do so by treating you as an individual, not giving you the same investments and guidance as everyone else.
The prestigious Forbes Best-in-State Advisors list isn’t the only thing we’re proud of. As a boutique wealth management firm, we provide holistic financial planning, wealth management, and thoughtful financial counsel. Please reach out to us to learn more about what we can do for you.
*SHOOK’s research and opinions may not be representative of any one client’s experience. Past performance does not guarantee future results. Use of the ranking, once released, for marketing purposes has been licensed for a fee.