Our Mission and Our Value Statement

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 genuinely 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 and reach their dreams. We are dedicated to growing responsibly with the intention of sustaining an enduring firm.

We are committed to growing responsibly, with the intention of sustaining a firm that endures for generations.

What sets us apart is our values-based financial planning philosophy. We measure progress not just by numbers, but by how well our clients’ goals and values are reflected in their lives. We believe investments should align with what matters most to our clients.

Our team brings a wide range of expertise to deliver a truly comprehensive financial planning experience. As a fee-only fiduciary, we are legally and ethically bound to act in our clients’ best interests—always.

We strive to lead our industry by prioritizing our clients, our team, and our community. In 2015, we became the first and only financial planning firm in Minnesota to earn B Corp Certification—a rigorous, ongoing process that ensures we live our values and “walk the talk.”