Values Based Growth Established in 1982 and operating as a fee-only fiduciary, Bond&Devick presents a stable, trust-forward platform suitable for selling value-aligned financial planning services to clients seeking long-term, goals-based strategies.

BCorp Leadership As the only Minnesota financial planning firm with a B Corp certification since 2015, there is a proven commitment to social and environmental governance that can be leveraged to engage mission-driven clients and partner networks.

Scale Ready With a revenue range of 10M–25M and a mid-size employee base, there is potential to upsell advanced advisory, planning, and specialized services to existing high-net-worth and affluent clients while maintaining a personalized approach.

Technology Stack Utilizes standard web and security technologies (including Cloudflare, Securence, and analytics tools) alongside media and asset delivery platforms, suggesting opportunities to offer digital transformation, client experience enhancements, or secure data integrations for advisory workflows.

Values Driven Outreach Emphasizing client-centered planning, family focus, and stress reduction creates openings for partnerships in family office services, retirement planning innovation, and ESG-aligned investment solutions that resonate with their values-based brand.