Bond&Devick Wealth Partners Sustainability Profile

Bond&Devick Wealth Partners has been dedicated to helping clients achieve their long-term goals and dreams since its establishment in 1982. Based in the Minneapolis-St. Paul area, the firm specializes in Sustainable, Responsible, and Impact Investing (SRI), catering to clients interested in ethical investment options. Bond&Devick stands out by employing Goals-Based Planning to track progress towards achieving client goals. They prioritize ethical practices by acting as a fiduciary, ensuring a client-first approach in all their dealings. Transparency in compensation and independence from obligatory product or service sales further solidifies their commitment to unbiased advice. Additionally, the firm is actively involved in their community, contributing through financial support and volunteer work.