Bourbon Financial Management

Bourbon Financial Management (CRD# 152178) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Bourbon Financial Management
Showing 1 - 1 of 1 top financial advisors.
Patrick C. Bourbon
CRD#: 5738104
Chicago, IL 60601

Choosing a financial adviser is an important decision in your life with a long lasting impact. Due to the knowledge and time commitment required to effectively manage investment and retirement strategies, it is difficult for an individual to navigate through this process alone. At BFM, we understand the complexity that accompanies these decisions, and we are always available to work with you. It is an honor that you are considering us to be your financial adviser.


Did you know that many people spend more time planning for their vacations than planning for their retirement? At BFM, our team helps you plan for the longest vacation of your life… your retirement.



·         BFM helps you make better, more informed financial decisions by giving straightforward and conflict-free diversified investment strategies to maximize investment growth and reduce your downside risk.


·         BFM makes sure that you have enough money for your entire life so that you can enjoy a comfortable retirement with a secured income while keeping your money safe.


·         BFM gives you personalized advice and guidance to keep your portfolios on track with your goals. We do not sell any products and are not incentivized by specific sales, nor do we have access to your accounts.


·         BFM holistically analyzes your entire financial life to create peace of mind with experienced investment advice.


·         BFM always works with you to monitor and adjust your financial plan as your needs and circumstances change. BFM offers you a positive investing experience.


·         BFM helps bring order to your financial life, by assisting you in getting your financial house in order


·         BFM helps you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.


·         BFM brings insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, and doing the research necessary to ensure you have all the information.


We recommend that you visit to find out more details on how we can help you, why BFM is unique with its fee-only and transparent RETAINER pricing model, its fiduciary duty, and the BFM process.


Thank you in advance for your time. We look forward to hearing from you soon.

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