B Impact Report

Logo for Bond&Devick Wealth Partners

Bond&Devick Wealth Partners

Financial Planning
Certified Since: April, 2015
Location: St. Louis Park, Minnesota, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

104.8

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

As a team, Bond&Devick’s objective is to help clients reach their long-term goals and dreams. They aim to be your primary retirement planning resource by helping you arrange your financial affairs in the most efficient and effective way. They are unique in that they use Goals-Based Planning to measure progress toward achieving your goals. Since their firm’s establishment in 1982, they have been proud to help many clients plan for and reach their dreams.

Bond&Devick works hard to make a difference in their community and worldwide through both financial support and time spent volunteering. Further, they are one of few firms in the Minneapolis - St. Paul area specializing in Sustainable, Responsible and Impact Investing for those interested in SRI options.

At Bond&Devick, they do what is right for their clients at all times by acting as a fiduciary, which means they have a moral and legal obligation to put clients’ interests first. They believe honesty is crucial in creating strong and lasting relationships and are always fully transparent about compensation. They are independent, with no obligation to sell any product or service, therefore keeping their advice as unbiased as possible.

Impact Area Scoresinfo_outline

Previous Overall B Impact Score