Joseph P. Biondo, Chief Executive Officer, Chief Investment Officer and Portfolio Manager of Biondo Investment Advisors, LLC has once again been named to Forbes’ prestigious Forbes Best-in-State Wealth Advisors list.
“I’m thankful for the recognition from Forbes. Moreover, it demonstrates our team’s commitment to providing the personal attention that builds long-lasting relationships. We are truly grateful for the trust and confidence our clients place in us every day,” said Joseph P. Biondo.
According to Forbes, “The very best advisors are laser focused on making a difference in their clients’ lives; they want to add meaning and help them live better lives.” At Biondo Investment Advisors, that statement is at the heart of what we do. Shook Research’s qualitative data on ranking advisors noted that “clients we talk to say they consider their advisors and teams like a part of their families.” It is a sentiment to always strive for as we approach helping every client as if they were family.
Learn More About the Forbes Best-in-State Advisors List
The nominees for the Forbes Best-in-State, compiled by SHOOK Research, are carefully vetted through research and interviews and assigned a ranking based on an algorithm of qualitative and quantitative criteria, including reviews of compliance records, industry experience, revenue trends, and client retention data (as of 6/30/23). For 2024, SHOOK received approximately 44,000 nominations before narrowing down the field to 8,507 advisors in all 50 states, DC and US Territories. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the rankings.
Trust Biondo Investment Advisors with Your Investments
Biondo Investment Advisors, LLC is a premier wealth management firm that offers investment, financial and retirement planning services to individuals, families, and businesses. Joseph and our team of Wealth Advisors are held to the highest of fiduciary standards and have earned a reputation of being an investment firm built on trust and experience.
Our approach combines comprehensive financial advice, tailored long-term plans and personalized investments for our clients. As a boutique wealth management firm, we seek to be a trusted partner by providing the accessibility and knowledge you need to confidently achieve, endure and grow in your financial life. Please reach out to us to discover 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.
