Independent Financial Advisors Serving Milford & Northeast PA
Trusted fiduciary wealth management and retirement planning for individuals, families, and businesses since 2004.
Talk to a Wealth Advisor Today
Why BIA?
Boutique attention with institutional grade research and a fiduciary standard.
Local Insight
Decades of experience serving the communities of Greater Pike County and the Hudson Valley of New York.
Your Local Advisory Team
Investment Management Fiduciary Located in Milford, PA
At Biondo Investment Advisors, we believe the best financial advice starts with understanding what matters most to you. As an independent, fee-only fiduciary firm, we’re not influenced by sales quotas or commissions — only your success. Every strategy we design is personalized to help you grow, preserve, and transition your wealth with confidence. Our Milford team combines deep local roots with the experience, research, and resources typically reserved for large scale institutions, so you can expect both the personal attention of a neighbor and the expertise of a seasoned advisory team.
Our Services
Expert Financial Planning Services in Milford, PA
Our services offer a roadmap to help you meet your financial goals and prepare for future expenses. Our wealth advisors offer a wide range of comprehensive financial planning services in Milford, PA.
For more information on our services click the link below.
Investment management
Our financial advisors have a proven track record of providing personalized invest advice.
Financial Planning
Our wealth management advisors create a roadmap for achieving your financial goals based on your unique situation.
Retirement Planning
We begin by gaining a clear understanding of your goals and priorities, then build a plan using the right mix of accounts, aligned asset allocation, and key assumptions like income, spending, health costs, and Social Security to project long-term success.
Education Planning
Support your child’s goals with education planning. Work with our financial advisors to develop a strategy that fits your family’s needs.
Tax & Estate Planning
Minimize your tax exposure and protect your legacy with planning strategies from financial professionals.
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Investment Management
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Financial Planning
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Retirement Planning
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Tax & Estate Planning
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Education Planning
FAQs
Building a long-term relationship with Biondo Investment Advisors
Our investment approach sets us apart: we don’t chase trends or outsource decisions—we do the work ourselves. Guided by a long-term, research-driven philosophy, we personally analyze individual stocks and bonds, meet with company leadership, and invest our own money alongside our clients. This hands-on commitment builds trust and reflects our belief in owning quality businesses for the long haul. It’s not just about managing assets—it’s about making a meaningful difference in the lives of individuals and families.
As a fee-only fiduciary firm we are paid solely by the client—not through commissions—ensuring transparent compensation without product-driven conflicts of interest. As fiduciaries, we are legally and ethically bound to act in your best interest, offering advice that’s not just suitable, but truly aligned with your financial goals.
Yes. Our Milford office serves as our flagship location, right in the heart of Pike County. Clients throughout Northeast Pennsylvania — including Hawley, Dingmans Ferry, and Matamoras — visit our local office for in-person meetings, or choose to connect virtually for convenience.
We serve individuals, families, retirees, professionals, and business owners who value objective advice and a long-term partnership. Whether you’re building wealth, planning for retirement, or managing a business transition, our advisors tailor strategies to your life stage and goals.
Our advisors provide comprehensive financial and investment planning, including:
- Retirement income & distribution planning
- Investment management & portfolio design
- Tax-aware wealth strategies
- Estate & legacy planning
- Business succession & liquidity planning
It’s easy — simply schedule your complimentary consultation using the form above or call (570) 296-5525. We’ll take time to understand your goals and explain how our fiduciary approach can help you plan with confidence.
We take a disciplined, research-based approach — blending long-term strategy with ongoing portfolio monitoring. Every investment decision is guided by your financial objectives, time horizon, and risk tolerance.
Yes — we integrate both tax and estate considerations into your financial plan. We also coordinate with your CPA and estate attorney to address inheritance tax and estate law nuances.
Both options are available. Many of our clients in Pike County and across the region prefer face-to-face meetings in Milford, while others appreciate the convenience of secure virtual sessions — whichever works best for you.
