BOURBON FINANCIAL MANAGEMENT

Your personal CFO. BFM is a comprehensive, independent financial planning firm. We are a fiduciary. BFM offers straightforward annual flat fee with no commission (fee-only)... We provide you with holistic and effective advice to help you reach your goals, make smarter financial decisions, and prepare you for the certainty of uncertainty during times of transitions... Patrick is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience. Patrick is constantly striving for excellence. His unique combination of global professional experience, project management experience, high-level analytical skills, and strong educational background give him a significant edge when it comes to providing analytical depth to optimize your wealth, which brings value to your long-term goals.

Also known as: Bourbon Financial Management, LLC

Primary location: Chicago United States