Biondo Investment Advisors LLC logo

Biondo Investment Advisors LLC

Updated today

Client AUM

$1,098,013,268

Clients

1,108

Advisors

13

of 17 employees

About

Biondo Investment Advisors provides investment supervisory services and financial planning to individuals (including high‑net‑worth clients) and a range of institutional clients. Services include discretionary portfolio management through wrap fee programs, non‑discretionary/advisory relationships, and two levels of financial planning — “Foundation” and a higher‑touch “360” service (the latter reserved for clients with a minimum net worth of $2.5 million or $1 million of investable assets).

The firm’s investment process emphasizes stock selection for growth across the capitalization spectrum using fundamental analysis (management quality, product strength, R&D) supplemented by technical analysis and third‑party research; suitability and risk profiling are integrated using Nitrogen (formerly Riskalyze). Portfolios are managed primarily on a discretionary basis across a multi‑disciplinary platform of internally developed equity and ETF strategies (Growth, Focus, Dividend, International, Sector Opportunities, and Fixed), and may employ options, limited leverage and margin where appropriate.

Compared with many multi‑team peers, Biondo also acts as adviser to a proprietary mutual fund (The Biondo Focus Fund) and discloses providing portfolio management to investment companies, while serving institutional plan sponsors and entities such as pension and endowment clients; its disclosed investable universe explicitly includes municipal securities. The brochure also notes the firm’s affiliation with an insurance affiliate, which it identifies as a potential conflict that it manages through disclosure and policies.

Client services

Financial planning Portfolio management

Expertise

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

Main office

540 Route 6 & 209

Milford PA 18337

Advisors at this office

13

Most active in

Arizona · California · Connecticut · Delaware · Florida · Georgia · Kansas · Maryland · Massachusetts · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

Karl W

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Karl Wagner III is a financial advisor at Biondo Investment Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Biondo Asset Management, LLC from 2013 to 2017. Outside of advising, he is a part-owner of a restaurant business. Biondo Investment Advisors provides investment supervisory services and financial planning to individual and institutional clients, emphasizing growth stock selection through fundamental and technical analysis. The firm manages discretionary portfolios across various internally developed strategies and serves high-net-worth clients as well as institutional plan sponsors.

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

Alexandra T

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Alexandra Tallman Vigilante is a financial advisor at Biondo Investment Advisors LLC with 19 years of industry experience. She has been with Biondo Investment Advisors since 2005 and holds Series 63 and Series 65 licenses. 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 emphasizes fundamental stock selection supplemented by technical analysis and offers co-managed multi-strategy portfolios, including options and modest leverage, distinguishing itself through its advisory role to the proprietary Biondo Focus Fund and management of investment companies and government accounts.

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

Joseph D

Series 65

Milford, PA

Biondo Investment Advisors LLC

Joseph Daly is a financial advisor at Biondo Investment Advisors LLC in Milford, PA, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Atlas Certified, Best Western Hotels, and Wyndham Hotels. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, a wrap-fee managed account program, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis with multi-strategy portfolio management and is notable for advising its proprietary Biondo Focus Fund and serving a diverse client base, including investment companies and government entities.

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

Casey P

CFP®, Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Casey Pisano is a CFP® professional with 14 years of industry experience, currently serving at Biondo Investment Advisors LLC since 2019. Prior to this, Casey worked at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to advisory work, Casey engages in insurance brokerage specializing in health, group benefits, life, annuities, long-term care, and disability insurance. 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 stock selection complemented by technical analysis and risk profiling, managing portfolios primarily on a discretionary basis across diverse equity and ETF strategies.

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

Joseph B

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has led his current firm since 2004 and previously worked with Biondo Asset Management, LLC from 2003 to 2017. Biondo Investment Advisors provides advisory and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients. The firm focuses on fundamental and technical analysis for discretionary portfolio management and offers tailored financial planning services across multiple strategies, including management of a proprietary mutual fund.

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

Jennifer J

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Jennifer Jarvis is a financial advisor at Biondo Investment Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Biondo-affiliated firms since 2007. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and a range of institutional clients. The firm’s investment approach emphasizes fundamental and technical analysis to manage discretionary equity and ETF portfolios across multiple strategies.

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

Genevieve S

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

Genevieve Sullivan Cornell is a financial advisor with Biondo Investment Advisors LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Biondo Investment Advisors since 2017 and previously worked at Biondo Asset Management LLC from 2004 to 2017. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, and institutional clients, including investment companies and government entities. The firm’s investment approach emphasizes fundamental stock selection across market capitalizations, supplemented by technical analysis and selective ETF use, and it manages multi-strategy portfolios with tools to assess suitability and execute strategies.

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

Joseph B

Series 63, Series 65

Milford, PA

Biondo Investment Advisors LLC

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.

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