Bourbon Financial Management LLC is a Registered Investment Advisor based in Chicago, IL, that offers personalized financial planning and investment management services. They prioritize their clients' needs and act as fiduciaries, providing unbiased advice in their best interest. With a flat cost structure, they ensure integrity and transparency in their services.
Led by Patrick Bourbon, a knowledgeable and experienced financial advisor, the company specializes in serving expatriates and U.S. citizens globally. They aim to help clients achieve their financial goals, make informed decisions, and navigate the complexities of cross-border tax and currency planning. With a focus on holistic and effective advice, Bourbon Financial Management strives to bring clarity and organization to their clients' financial lives.
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