Bond&Devick Wealth Partners
Financial Services • 
600 HWY 169 S, STE 675, United States • 11-20 Employees
Company overview
| Headquarters | 600 HWY 169 S, STE 675, St. Louis Park, MN 55426, US |
| Phone number | +19525910104 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Impact Investing, Retirement Planning, Estate Planning, Sustainable, Retirement Income Planning, Business Owners, Responsible, Life Transition Assitance |
| Founded | 1982 |
| Employees | 11-20 |
| Socials |
Key Contact at Bond&Devick Wealth Partners
Rob Caverly
President
Bond&Devick Wealth Partners Email Formats
Bond&Devick Wealth Partners uses 3 email formats. The most common is {first name} (e.g., john@bondanddevick.com), used 46.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@bondanddevick.com | 46.2% |
{first initial} | j@bondanddevick.com | 38.5% |
{first name}{last name} | johndoe@bondanddevick.com | 15.4% |
About Bond&Devick Wealth Partners
Value in Values—committed to what you care about™ At Bond&Devick we sincerely care about you and your family. We aim to alleviate your financial stress so you can focus on what makes you happy. Since our firm’s establishment in 1982, we are proud to have the opportunity to help so many clients plan for and reach their dreams. We are unique in that we use Goals-Based Financial Planning to measure progress towards your goals, driven by your values. We believe your investments should be aligned with what is important to you. Your Bond&Devick Team has a breadth of expertise, creating a comprehensive financial planning experience. We are a fee-only fiduciary, meaning we are legally bound to do what is best for you at all times. We strive to be a leader in our industry by putting our clients, our team, and our community above all else. In 2015 we became the only financial planning firm in Minnesota to earn a BCorp Certification. It is a continuous governing process that monitors and validates that we “walk the talk.”
Bond&Devick Wealth Partners revenue & valuation
| Annual revenue | $1,082,533 |
| Revenue per employee | $68,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Bond&Devick Wealth Partners has 9 employees across 2 departments.
Departments
Number of employees
Funding Data
Bond&Devick Wealth Partners has never raised funding before.
Bond&Devick Wealth Partners Tech Stack
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