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Goals Based Financial Planning

Designing portfolios should be more about helping clients reach their long-term goals, each of our clients has a targeted investment return we are trying to achieve over the long run.

Inquire with us today and see how we can help you.

Fiduciary Firm

We do what is right for you at all times by acting as a fiduciary, which means we have a moral and legal obligation to put your interests first.

Learn about what we do and our approach to help you.

A Team Approach

We have a seasoned team including five CERTIFIED FINANCIAL PLANNERS™ who each have a comprehensive breadth of knowledge in their specialized areas. These advisors are supported by a committed team allowing us to deliver personalized and superior service.

Learn about what we do and our approach to help you.

Working Together as a Partnership

The importance of choosing the right financial partner cannot be overstated. With Bond & Devick, you'll find an objective partner who is always on your side.

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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. Click here for information about B Corps and our certification.
 
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.

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Our Services

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Retirement Planning

Will you outlive your assets?

Investment Planning

Building a portfolio aligned with your goals.

Estate Planning

 Working with your attorney to make sure your assets pass to your heirs as efficiently as possible.

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Contact info

  •   600 Highway 169 South Suite 875, St. Louis Park, MN 55426
  •   P: 952-591-0113 / 888-591-0113
    F: 952-591-0104
  •   kris@bondanddevick.com
  •  rj@bondanddevick.com

 

Bond & Devick Wealth Partners Disclosure Statement

600 South Hwy 169 - Suite 875, St. Louis Park, Minnesota 55426 United States

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