Bond&Devick Wealth Partners

Financial Planning

St. Louis Park, Minnesota

United States

Www.bondanddevick.com

About Bond&Devick Wealth Partners

As a team, Bond&Devick’s objective is to help clients reach their long-term goals and dreams. They aim to be your primary retirement planning resource by helping you arrange your financial affairs in the most efficient and effective way. They are unique in that they use Goals-Based Planning to measure progress toward achieving your goals. Since their firm’s establishment in 1982, they have been proud to help many clients plan for and reach their dreams.

Bond&Devick works hard to make a difference in their community and worldwide through both financial support and time spent volunteering. Further, they are one of few firms in the Minneapolis - St. Paul area specializing in Sustainable, Responsible and Impact Investing for those interested in SRI options.

At Bond&Devick, they do what is right for their clients at all times by acting as a fiduciary, which means they have a moral and legal obligation to put clients’ interests first. They believe honesty is crucial in creating strong and lasting relationships and are always fully transparent about compensation. They are independent, with no obligation to sell any product or service, therefore keeping their advice as unbiased as possible. The importance of choosing the right financial partner cannot be overstated. With Bond&Devick, you'll find an objective partner who is always on your side.

When we first heard about the B Corp movement we knew we wanted to join; not only because we wanted to be a leader in encouraging businesses to be more thoughtful about non-financial issues, but because we wanted to separate ourselves from other financial planning firms. Having the B Corp Certification allows us to be unique and different.

The Change We Seek®

Bond&Devick seeks to change how the financial planning process is done for their clients and the community. They work with clients to align their values with their investments which can be a powerful tool for change as they utilize impact and sustainable investments in their client’s portfolios. Further, Bond&Devick works hand in hand with their clients each quarter to help improve their community by volunteering at the local homeless shelter for families, the Veteran’s nursing home, Habitat for Humanity and Feed My Starving Children. Bond&Devick hopes to inspire others to get involved and make a meaningful difference.

In addition to local events and causes, Bond&Devick also supports two schools in Ethiopia and they are mentoring four women in Addis Ababa to help them gain the skills to find good paying jobs and a better life. Bond&Devick seeks to improve their client’s lives through financial planning, their employee’s lives through meaningful work and their communities through volunteering and financial donations.

What makes us a better company?

B Impact Report

Certified since: 

April 2015
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

6
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

30
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

29
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

25
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

15
6
Overall B Score
105
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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