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