BOND & DEVICK WEALTH PARTNERS

Overview

Bond & Devick Wealth Partners is an independent registered investment adviser that operates as a capital allocator for both individuals/families and institutional clients. The firm emphasizes fee-based financial planning and portfolio management across individual, small business and institutional relationships, and it also serves as a selector of third‑party advisers. Its fee arrangements include percentage of AUM, hourly and fixed-fee engagements, accommodating both ongoing advice and project work. Investment activity shows a clear preference for pooled public funds and ETFs as core portfolio building blocks, with active use of third‑party managers for alternative allocations. The firm identifies as an active ESG investor, indicating environmental, social and governance factors are integrated into its investment process. Bond & Devick combines discretionary portfolio management with limited non‑discretionary mandates and provides pension consulting and other advisory services as part of its offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices