Bourbon Financial Management
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Bourbon Financial Management (BFM) is a Registered Investment Advisor based in Chicago, specializing in holistic and fiduciary financial advice aimed at helping clients achieve their life goals through smarter financial decisions. Led by Patrick Bourbon, a seasoned financial professional with over twenty-five years of experience, the firm focuses on cost-efficient investment strategies while prioritizing clients' best interests.
Patrick Bourbon brings a wealth of knowledge in risk management, asset allocation, and global tax planning, particularly catering to expatriates and U.S. citizens living abroad. Committed to a personalized approach, BFM strives to clarify clients' financial lives, emphasizing the importance of sound investment decisions informed by discipline and independent judgment.
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