Joseph P. Biondo, Chief Executive Officer, Chief Investment Officer and Portfolio Manager of Biondo Investment Advisors, LLC, has been named for the fourth consecutive year to Forbes’ prestigious Forbes Best-in-State Wealth Advisors list.
According to Forbes, “With a recession looming, managing wealth has become more complex and these are the times that financial advisors prove their mettle.” The advisors highlighted in the seventh annual Forbes | SHOOK Best-In-State Advisors ranking collectively oversee $16.7 trillion in assets and stand out for their track records in navigating uncertain times.”
“I appreciate the recognition from Forbes and commend everyone on our team for their dedication to providing exceptional service to our clients,” said Joseph P. Biondo. Shook Research’s qualitative data on ranking advisors noted that “advisors will be ultimately valued based on how they are impacting their clients’ lives.” At Biondo Investment Advisors, our goal has always been to enhance the financial well-being of our clients and their families in a meaningful way.
Learn More About the Forbes Best-in-State Advisors List
The nominees are compiled by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms.
For 2025, SHOOK received approximately 48,000 nominations in all 50 states, DC and US Territories. Neither Forbes nor SHOOK Research receives 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.
