Bond&Devick Wealth Partners

Bond&Devick Wealth Partners is a Minnesota-based financial planning firm established in 1982. They specialize in Goals-Based Financial Planning, prioritizing clients' values and aligning investments with what matters most to them. They offer a comprehensive range of services, including retirement planning, investment management, estate planning, and tax planning. Bond&Devick is committed to making a positive impact on their community and is the first and only financial planning firm in Minnesota to achieve B Corp certification, demonstrating their commitment to social and environmental responsibility.

The company fosters a client-driven and team-oriented culture, emphasizing integrity, respect, and a supportive environment for their employees. They are known for their expertise in Sustainable, Responsible Investing (SRI) and offer a diverse array of resources, including podcasts, articles, and helpful links to assist clients in navigating their financial journey. Bond&Devick's focus on building lasting partnerships with their clients and their commitment to their community make them a unique and valued resource in the financial planning industry.

Bond&Devick Wealth Partners offers a work-life balance, which is listed as a benefit for employees. The company’s career opportunities page highlights the positive, rewarding, and values-driven culture, along with meaningful and rewarding work. This suggests that the company values employee well-being and might provide flexibility in terms of work arrangements.

Bond&Devick Wealth Partners offers a comprehensive package of employee benefits, which includes monetary and non-monetary options, designed to support employee well-being and professional growth. The company's benefits include a positive, rewarding, and values-driven culture, meaningful and rewarding work, a supportive team environment, individual training and development, organizational career potential, work-life balance, and competitive compensation.

Bond & Devick Wealth Partners is a fee-only fiduciary firm that provides personalized, goal-based financial planning services to individuals and families. They aim to help clients reach their long-term goals and dreams by creating financial plans that are tailored to their unique situations and values. Their approach emphasizes transparency, honesty, and a commitment to their clients' best interests. Bond & Devick is also a Certified B Corporation, demonstrating its commitment to social and environmental responsibility.

Bond&Devick Wealth Partners promotes a culture built on integrity, respect, and a genuine commitment to its clients' well-being. The company emphasizes a team-oriented approach, valuing collaboration and support amongst employees. They foster a positive and rewarding work environment focused on individual growth and development, while also promoting work-life balance. The company's dedication to community involvement and sustainable, responsible investing further contributes to its values-driven culture.

Bond&Devick Wealth Partners prioritizes diversity, equity, and inclusion by fostering a welcoming and respectful environment for their team members. They believe in the importance of a diverse and inclusive workforce, ensuring everyone feels valued and supported. The company's core values of client-driven service, team-orientation, and community impact extend to their employees, promoting a culture that celebrates individual differences and embraces a variety of perspectives.