Value in Values—committed to what you care about™
At Bond&Devick we sincerely care about you and your family. We aim to alleviate your financial stress so you can focus on what makes you happy. Since our firm’s establishment in 1982, we are proud to have the opportunity to help so many clients plan for and reach their dreams.
We are unique in that we use Goals-Based Financial Planning to measure progress towards your goals, driven by your values. We believe your investments should be aligned with what is important to you.
Your Bond&Devick Team has a breadth of expertise, creating a comprehensive financial planning experience. We are a fee-only fiduciary, meaning we are legally bound to do what is best for you at all times.
We strive to be a leader in our industry by putting our clients, our team, and our community above all else. In 2015 we became the only financial planning firm in Minnesota to earn a BCorp Certification. It is a continuous governing process that monitors and validates that we “walk the talk.”
Company Details
- Employees
- 17
- Founded
- -
- Address
- 600 Hwy 169 S,
- Phone
- +1 952-591-0113
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bondanddevick.com
- Keywords
- Retirement Planning, Investment Planning, Sustainable, Responsible, Impact Investing, Estate Planning, Retirement Income Planning, Life Transition Assitance, Business Owners.
- HQ
- St. Louis Park, MN
Bond&devick Wealth Partners Questions
Bond&Devick Wealth Partners's helpline number is +1 952-591-0113
Bond&Devick Wealth Partners's website is bondanddevick.com
Bond&Devick Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/bondanddevick-wealth-partners
Bond&Devick Wealth Partners has
17 employees.
View email and phone details for 17
employees at Bond&Devick Wealth Partners.
Bond&Devick Wealth Partners's industry is
Financial Services
Bond&Devick Wealth Partners's top competitors are
Palisade Asset Management, Llc,
Castlelake,
Northrock Partners,
Houlihan Lokey,
Choose Chicago,
Pine Grove Financial Group,
Omjc Signal,
William R. Devick Inc. Chartered Professional Accountant,
Stone Arch Advisory Group,
Lazard.
Bond&Devick Wealth Partners's categories are Financial Services
Bond&Devick Wealth Partners's founding year is 1982
