Our Commitment To You – A Team Approach
No one person can be an expert in every aspect of financial planning . . . At Bond&Devick Wealth Partners we offer 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.
Everyone at Bond&Devick sincerely cares about you and your family. We are unique in that we use Goals-Based 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.
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. We believe honesty is crucial in creating strong and lasting relationships and we are always fully transparent about our compensation. We are independent, with no obligation to sell any product or service, therefore keeping our advice as unbiased as possible.