Morgan Stanley
47yrs
Top advisor by experience in Bloomfield Hills
4yrs
Devin Bone has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Bloomfield Hills, Michigan. Devin joined Forsythia Financial in 2026, a firm offering financial planning, investment management, and educational workshops. Forsythia Financial reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 647 advisors with offices in Bloomfield Hills, and one of 606 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office7457 Franklin Road Suite 200, Bloomfield Hills, MI 48301
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
States licensed ?1 state
Services through Forsythia Financial
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowForsythia FinancialCurrent firm
Contact Devin
(248) 833-8333Forsythia Financial main office 7457 Franklin Road Suite 200Bloomfield Hills, MI 48301Office · Get directions Firm websitewww.forsythiafinancial.com
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Questions to ask Devin
Tailored to Devin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Devin
How do I contact Devin?
Call Forsythia Financial at (248) 833-8333 and ask for Devin Bone. Devin works from the Bloomfield Hills, MI office.
How long has Devin been a financial advisor?
Devin has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Devin hold?
Series 65. Tap any license on this page to see what it allows.
Is Devin a fiduciary?
Devin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devin paid?
Forsythia Financial reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Devin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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