Chartwell Insurance Services, 1034 N Ashland Ave, Ste 1800, Chicago, IL 60622, US

Bourbon Financial Management (BFM) is a Registered Investment Advisor based in Chicago, IL, specializing in personalized financial planning, investment management, and retirement planning for expatriates and U.S. citizens globally. Led by Patrick Bourbon, a fiduciary financial advisor with over 20 years of experience, BFM offers cost-efficient and high-value investment solutions, focusing on the unique needs and goals of each client. With a commitment to providing wise and relevant advice, BFM helps individuals make smarter financial decisions and achieve their long-term financial objectives. Patrick Bourbon, CFA, CFP, serves as the personal Chief Financial Officer and financial problem solver for BFM. With a passion for investing since his youth, Patrick brings extensive knowledge and expertise in selecting mutual funds and ETFs, as well as risk management and asset allocation. As a French expatriate himself, Patrick understands the challenges faced by expatriates and Americans living abroad, making him well-equipped to provide cross-border tax and currency planning solutions. Committed to giving back to the community, Patrick is actively involved in Chicago's civic community and serves on various boards and organizations.Generated from the website