Your investments aligned with what you care about.
Bond&Devick is an objective partner always on your side.
Your B&D Team will deliver personalized and superior service.
Morally and legally obligated to put your needs first.
44
Years Serving Clients
Fee-Only Fiduciary
B
Certified B Corporation
8
CFP®
1
CFA®
Professionals
We work with people who want their wealth to mean something.
Building wealth while raising a family and figuring out what the next chapter looks like.
Making sure your money lasts, your wishes are honored, and your day-to-day is well-supported.
Running the business is one financial life. Planning for what comes after is another.
Most financial plans start with a number. Ours start with a conversation about what you actually want.
1
We start by understanding your goals, your family, and what matters most to you. No pitch. No pressure.
2
We build a goals-based plan that reflects your values, your timeline, and your real life — investments, taxes, estate, retirement.
3
Your team is here for the long term. We answer the phone. We adapt as your life changes.
When a longtime client's father needed memory care, her advisor team coordinated with her estate attorney, helped her evaluate the financial implications across three care options, and stayed in close touch with her family for the next eighteen months.
When a Minnesota nonprofit wanted its endowment to reflect its environmental mission, we worked with the board to align their investment policy statement with their charitable purpose — so their portfolio wasn't quietly working against the work their grants fund.
When a couple approaching retirement wasn't sure their savings would last, we walked through three scenarios with them — early retirement, full retirement at 67, and a phased approach — so they could decide together, with confidence.
About a quarter of our clients ask us specifically about values-based investing. But every Bond & Devick portfolio is built with an ESG screen on top of traditional fundamental analysis — not because every client wants to make a statement, but because companies that ignore those factors tend to surface risks the market eventually notices.
For clients who want deeper alignment
ESG screen on every portfolio
The first conversation is free. We'll listen, then tell you honestly whether we can help. If we're not the right fit, we often know someone who is.
