A complete list of active advisors currently associated with Bond & Devick Wealth Partners
Warmer can help you find a great advisor at Bond & Devick Wealth Partners or one who fits your needs even better.
Bond & Devick Wealth Partners serves individuals (including high-net-worth clients), trusts, estates, charitable organizations and business entities, managing roughly $705 million through a nine-advisor team. The firm provides comprehensive portfolio management, asset management, and standalone financial planning and consulting, implementing strategies across individual securities, mutual funds, ETFs, options and select private investments. The firm describes a goals-based, fiduciary approach that emphasizes individualized financial plans, continuous portfolio monitoring and rebalancing, and a mix of fundamental, quantitative and cyclical analysis; Environmental, Social and Governance (ESG) research is available as part of its investment planning. Bond & Devick may engage third-party sub-advisors and uses technology to manage held-away assets (via the Pontera order-management system), and it employs both long-term buy-and-hold and shorter-term tactical trading when appropriate. Distinctive features noted in the brochure include the firm’s Certified B Corporation status (certified in 2015 and identified as the first financial planning firm in Minnesota to obtain that certification) and a wrap-fee program that is offered to legacy and nonprofit clients and managed on the same individualized basis as other accounts. The brochure also discloses operational arrangements such as the use of third-party platforms to manage held-away accounts and affirms the firm does not provide cash or non-cash compensation to unaffiliated persons for testimonials or endorsements.
To learn more about the advisors currently working at Bond & Devick Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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