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.
The Bond&Devick Team sincerely cares about you and your family. 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. Since our firm’s establishment in 1982, we are proud to have the opportunity to help so many clients plan for and reach their dreams.
As a fiduciary we have a moral and legal obligation to put your interests first, we do what is right for you at all times. We are independent and fee based, with no obligation to sell any product or service, keeping our advice unbiased. We believe honesty is crucial in creating strong and lasting relationships.