Value in Values—committed to what you care about™ At Bond&Devick we sincerely care about you and your family. We aim to alleviate your financial stress so you can focus on what makes you happy. 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. We are unique in that we use Goals-Based Financial Planning to measure progress towards your goals, driven by your values. We believe your investments should be aligned with what is important to you. Your 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 you 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.”
| Website | http://www.bondanddevick.com |
| Employees | 18 (12 on RocketReach) |
| Founded | 1982 |
| Address | 600 HWY 169 S STE 675, St. Louis Park, Minnesota 55426, US |
| Phone | +1 952-591-0113 |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Planning, Investment Management, Estate Planning, Retirement Planning, Financial Advisor, Investment Advisor, Wealth Advisor, Portfolio Management, Tax Planning, Insurance Planning, Risk Management, Financial Services, Investment Strategies, Long-Term Care Planning, Charitable Giving, Family Wealth, Legacy Planning, Multigenerational Planning, Philanthropic Planning |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Morgan Stanley, Financial Services Company, Raymond James, Wells Fargo, TIAA +34 more (view full list) |
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Rob Caverly is the President of Bond&Devick Wealth Partners.
12 people are employed at Bond&Devick Wealth Partners.
Bond&Devick Wealth Partners is based in St. Louis Park, Minnesota.