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Joseph Peter Biondo

Advisor at Biondo Investment Advisors LLC — Milford, PA

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Milford, PA 18337

Biondo Investment Advisors LLC logo

Biondo Investment Advisors LLC

Team

Total advisors

13

Clients per advisor

85 High

Avg AUM per client

$990,987 Typical

HNW client ratio

24% Low

About

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Biondo Investment Advisors LLC since 2004 and previously worked at Biondo Asset Management LLC. Outside of his advisory role, he is a member of BWB Holdings, LLC, where he coordinates and plans construction projects. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm emphasizes stock selection using fundamental and technical analysis and manages multi-strategy portfolios, including options and leverage, while serving proprietary funds and government entities.

Client services

Based on Biondo Investment Advisors LLC

Financial planning Portfolio management

Expertise

Based on Biondo Investment Advisors LLC

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management

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Fee options

Fixed

Financial Planning Foundation service: $3,000 initial year, $2,000/year ongoing; 360 service: 0.20% of net worth per annum, billed quarterly

Percentage

<$1,000,000 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiated Fee Rate

Other

Account minimum: $250,000

Location

Milford, PA

540 Route 6 & 209

Milford PA 18337

Advisors at this office

13

Most active in

New Jersey · Pennsylvania · Texas

Work history

29 years of industry experience

Biondo Investment Advisors LLC

2004 - Present • 22 years

Milford, PA

Biondo Asset Management Llc

2004 - 2017 • 13 years

Milford, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Patrick G

CFP®

Greeley, PA

Center Stage Planning LLC

Patrick Graver is a CFP® professional with two years of industry experience. He is the founder of Center Stage Planning LLC, an independent advisory firm based in Greeley, PA. Prior to establishing his own firm, he held roles at Bishoff Financial Group, Cambridge Investment Research Inc., and Creative Financial Planning. Before entering the financial industry, he worked in the performing arts, including engagements with the Fireside Theatre and productions such as The Book of Mormon. Center Stage Planning LLC serves individual and high-net-worth clients, offering investment management and comprehensive financial planning on ongoing and project bases. The fee-only firm employs a blend of fundamental and technical analysis alongside modern portfolio theory to develop individualized investment policies and discretionary portfolios. The firm also provides educational seminars and speaking engagements focused on general financial education.

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Scott G

CFA®, Series 63

Milford, PA

Biondo Investment Advisors LLC

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Ariel K

Series 63, Series 65, Series 66

Milford, PA

Biondo Investment Advisors LLC

Ariel Kosco is a financial advisor with Biondo Investment Advisors LLC, holding Series 63, 65, and 66 designations and 10 years of industry experience. Prior to joining Biondo Investment Advisors in 2024, he worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment approach emphasizes fundamental and technical analysis with risk profiling, managing portfolios primarily on a discretionary basis across various equity and ETF strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Nicole D

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Nicole Dutkus is a financial advisor at Biondo Investment Advisors LLC with 13 years of experience. She holds Series 63 and Series 65 licenses and has been with Biondo Investment Advisors and Biondo Asset Management since 2013. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental and technical analysis in its discretionary portfolio management and offers multiple financial planning levels tailored to clients' assets and needs.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Luke B

Series 65

Milford, PA

Biondo Investment Advisors LLC

Luke Barbalich is a Series 65-licensed advisor with Biondo Investment Advisors LLC, based in Milford, PA. He has five years of experience in the financial industry, having worked at Biondo Investment Advisors since 2021. Prior to his advisory role, he spent 23 years at Newton Medical Center, Atlantic Health System. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental and technical analysis in stock selection across various market capitalizations and manages portfolios primarily on a discretionary basis using internally developed equity and ETF strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Kenneth P

CFP®, Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Kenneth Pickett is a CFP® with nine years of industry experience, currently serving as an advisor at Biondo Investment Advisors LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and AXA Equitable. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment process focuses on growth-oriented stock selection using fundamental and technical analysis, managing portfolios primarily on a discretionary basis across various equity and ETF strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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