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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 four 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.

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

 

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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

See how we may serve you today

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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RJ Devick

CFP®

Partner, Certified Financial Planner

RJ has been a Financial Advisor for more than 20 years, specializing in investment management, socially responsible and sustainable investing, and...

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Andy Feterl

CFP®

Partner, Certified Financial Planner

Andy has over 20 years' experience as a financial advisor and has earned six professional designations. He has been with Bond and Devick since...

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Kristine Bisanz

Partner, Communications Director

Kristine has been with Bond and Devick since 2005. She joined Bond&Devick's Board of Directors in 2008 and was named partner in 2011. She...

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Rob Caverly, CFP®

Partner, Director of Wealth Management and Operations

Rob joined the Bond&Devick team in 2014. In 2017 he joined Bond&Devick’s Board of Directors and was named Partner in 2018. He...

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Brittany Metzig

CFP®

Certified Financial Planner, Certified National Social Security Advisor

Brittany has been a financial planner for over 18 years and with Bond and Devick since 2011. She started by assuming the practices founded by her...

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Rachel Sinnen

Operations Manager

Rachel has been with Bond&Devick since 2012. After a few years she was promoted to Client Service Manager and in 2018 she became Bond&...

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Nick Johnson, CFP®

Wealth Management Specialist

Nick joined Bond&Devick Wealth Partners in 2018 and is part of their wealth management team. His areas of focus are retirement and tax...

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Teresa Devick

Chief Compliance Officer and Technology Manager

Teresa is our Chief Compliance Officer, the CCO is responsible for all compliance and supervisory functions. She is responsible for ensuring...

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Jackie Roth, FPQP™

Client Service Representative

Jackie joined Bond&Devick in 2018 as our Client Service Representative. She comes to us with over 15 years of industry experience with most of...

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Chris Gaffron

Office Manager

Chris joined Bond&Devick in 2016, coming to us from the customer service and insurance industries where her attention to detail and value of...

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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

 

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

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