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Value in Values → committed to what you care about

We are unique in that we use Goals-Based Financial Planning, to measure progress towards your goals, driven by your values. We believe our clients' investments should be aligned with what is important to them.

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 seven 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

Since our establishment in 1982, we believe the importance of choosing the right financial partner cannot be overstated, with Bond&Devick, you'll have an objective partner who is always on your side.

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

 

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At Bond & Devick, we genuinely care about our clients and their families. We aim to be your primary financial planning resource, helping arrange our clients’ financial affairs most efficiently and effectively; to preserve capital and provide confidence. Our team strives to alleviate our clients' financial stress so they can focus on what makes them happy.
Since our firm’s establishment in 1982, we have been proud to have the opportunity to help so many clients plan and reach their dreams. We are dedicated to growing responsibly with the intention of sustaining an enduring firm. We are committed to growing responsibly, with the intention of sustaining a firm that endures for generations.
What sets us apart is our values-based financial planning philosophy. We measure progress not just by numbers, but by how well our clients’ goals and values are reflected in their lives. We believe investments should align with what matters most to our clients.
Our team brings a wide range of expertise to deliver a truly comprehensive financial planning experience. As a fee-only fiduciary, we are legally and ethically bound to act in our clients’ best interests—always.
We strive to lead our industry by prioritizing our clients, our team, and our community. In 2015, we became the first and only financial planning firm in Minnesota to earn B Corp Certification—a rigorous, ongoing process that ensures we live our values and “walk the talk.”

 

Sustaining an Enduring Firm

 

 

 

RJ Devick, CFP®, CEO and Financial Advisor, and Rob Caverly, CFP®, CSRIC®, CRPCTM, President, talk about growing responsibly and B&D's commitment to sustaining an enduring firm. 

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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Contact info

  •   600 Highway 169 South Suite 675, St. Louis Park, MN 55426
  •   P: 952-591-0113 /
    F: 952-591-0104
  •   kris@bondanddevick.com
  •  rj@bondanddevick.com

 

Bond & Devick Wealth Partners Disclosure Statement

600 South Hwy 169 - Suite 675, St. Louis Park, Minnesota 55426 United States

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