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.
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