Bond&Devick Wealth Partners

Our Mission

To positively impact the lives of our clients, team, and community.

Our Value Statement

Value in Values—committed to what you care about™

At Bond&Devick we sincerely care about our clients and their families. We aim 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 for and reach their dreams. We are dedicated to growing responsibly with the intention to sustain an enduring firm.

What sets us apart is our financial planning philosophy based on clients' goals and values to measure progress. We believe investments should be aligned with what is important to our clients.

The Bond&Devick Team has a breadth of expertise, creating a comprehensive financial planning experience. We are a fee-only fiduciary, meaning we are legally bound to do what is best for our clients at all times.

We strive to be a leader in our industry by putting our clients, our team, and our community above all else. In 2015, we became the only financial planning firm in Minnesota to earn a BCorp Certification. It is a continuous governing process that monitors and validates that we “walk the talk.”

Our Fees and Minimums

We charge a transparent fee based on assets we manage. Our minimum is typically $1,000,000 of investable assets; however, our services are also available to investors who are actively investing for their future at a lower level of assets.