Skip to main content
  • Schwab Access
  • Black Diamond Portal
  • Contact Us
  • Our Blog
     

  • Home
  • Who We Are 
    • Our Promise
    • Our Value Statement
    • Our Commitment To You – A Team Approach
    • Our Team
    • Our Story
    • Our B Corporation Certification
    • Our Affiliations
    • Our Career Opportunities
  • What We Do 
    • Services
    • Goals-Based Financial Planning
    • Our Work with Nonprofit Organizations
    • Our Investment Philosophy
    • Process
    • FAQ's
    • Fees and Minimums
    • Our Standard of Care
    • Code of Ethics and Professional Responsibility
  • Community Involvement
  • Sustainable, Responsible Investing
  • Senior Care
  • Podcasts
  • Resources 
    • B&D Updates
    • Helpful Links
    • Disclosures

    You are here

  1. Home
  2. Who We Are
  3. Our Value Statement

Our Value Statement

Value in Values—committed to what you care about


At Bond&Devick 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. Our clients complete a sustainable, responsible and impact (SRI) investing questionnaire to assist in this process.


In 2015 we validated how we have operated since our inception in 1982 with our B Corp Certification. This certification proves and authenticates that we put our employees, clients and community above profits.


Using fund companies who are a Principles of Responsible Investment signatory further strengthened our position as a firm operating outside the box of a traditional financial company. Having this signatory holds investment managers accountable to put their capital towards achieving the United Nations Sustainable Development Goals.


As a fiduciary we have a moral and legal obligation to put our clients’ interests first, we do what is right for you at all times. We are independent and fee based. We believe honesty and transparency are crucial in creating strong and lasting relationships.

Tell a Friend

Additional info

  • Form CRS
  • Sitemap
  • Legal, privacy, copyright and trademark information

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

© 2023 Bond & Devick Wealth Partners. All rights reserved.

Website Design For Financial Services Professionals