Biondo Investment Advisors is an established registered investment advisor with locations in Milford, PA, and Sparta, NJ, that offers personal financial guidance to individuals, families, business owners and institutions. Our team of wealth advisors work with you as a valued partner by developing tailored financial strategies, so your overall investment plan aligns with the lifestyle you envision for now and in the future.
We help clarify the complexities of retirement planning, tax-efficient investments, education funding strategies, estate planning and wealth preservation so you can make informed decisions. We provide you with recommendations, monitoring and the encouragement to plan ahead for the expected and unexpected. No matter what stage of life you are in – still moving up in a career, or at your peak earning years, nearing or in retirement, contact us today to help guide you on your financial journey.
Founded in Milford, PA, Biondo Investment Advisors provides clients with expertise in investment management and financial planning, along with a commitment to putting their needs and values at the center of everything we do. Our firm is not based on transactions, but rather on developing and maintaining long-term relationships, across generations, based on trust.
Founded in Milford, PA, Biondo Investment Advisors provides clients with expertise in investment management and financial planning, along with a commitment to putting their needs and values at the center of everything we do. Our firm is not based on transactions, but rather on developing and maintaining long-term relationships, across generations, based on trust.
Our financial professionals can help you enjoy, manage and efficiently transfer your wealth.
We take the time to first understand both your short- and long-term goals, considering all facets of your financial profile. We will create, implement, oversee and adapt a plan that is based on your vision of how you want to live, now and in the future.
Our purpose is clear. We design a portfolio that reflects your unique risk tolerance, time horizon, and financial situation, then manage it for a balance of growth and protection. We continue to monitor, modify as your lifecycle changes, and rebalance as markets shift so you can feel confident it will meet your needs.
Understanding tax strategies and managing the impact of taxes on your assets should be part of any sound financial approach. We review all options for tax deferral solutions or tax-efficient investing for your optimum benefit.
Be prepared for the future expenses of supporting the educational aspirations of your children or grandchildren, while still staying on track for your retirement plan.
Leave a legacy. We assist with the financial components of an estate plan so you can be assured your assets are sustainable and distributed to your loved ones or charity in the manner you wish.
Business Retirement Plans
Attract and retain quality employees with a competitive retirement plan that fits both the needs of your business and the needs of your employees.
Navigate Social Security, Medicare, and more with our Wealth Advisors.
Partner with our team of trusted and experienced financial advisors in Milford, PA and Sparta, NJ to be prepared for the milestones on your financial horizon. Contact Biondo Investment Advisors and start your journey towards a confident financial future.
We’ve got you covered. We serve clients throughout the country and welcome the opportunity to consult with you via phone, email, or video conference.
Financial guidance to preserve, grow and manage wealth starts here.
Fill out the form or click on the a link below and take your first step toward reaching your goals.
540 Rte 6 & 209
Milford, PA 18337
55 Main Street
Sparta, NJ 07871
Mailing Address:
P.O. Box 909, Milford, PA 18337
Fax: (570) 296-5527
Our website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
540 Rte 6 & 209, Milford, PA 18337
47 Main Street Sparta, NJ 07871
Mailing Address:
P.O. Box 909, Milford, PA 18337
1 (570)-296-5525
1 (877) 246-6367
Fax: (570) 296-5527
Our website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
