Bond&Devick Wealth Partners
As a team, we aim to be your primary retirement planning
resource by helping you arrange your financial affairs in the most
efficient and effective way; helping to preserve your capital and
pursuing the highest risk-adjusted returns consistent with your
financial objectives and most importantly, provide you with confidence.
We work hard to make a difference in our community and worldwide
through both financial support and time spent volunteering. Further, we
are one of few firms in the Minneapolis - St. Paul area specializing in
Sustainable, Responsible and Impact Investing for those interested in
SRI options. We are a Certified B Corporation.
At Bond and Devick we sincerely care about you and your family. We
are unique in that we use Goals-Based Financial Planning to measure
progress toward achieving your goals. Since our firm’s establishment in
1982, we have been proud to help many clients plan for and reach their
dreams.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.