Bourbon Financial Management LLC
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Bourbon Financial Management LLC, based in Chicago, IL, is a Registered Investment Advisor that prioritizes a holistic approach to financial planning and investment management, specifically catering to the unique needs of expatriates and U.S. citizens worldwide. With a focus on fiduciary responsibility, the firm offers personalized, conflict-free advice designed to guide clients toward achieving their financial goals and making informed investment decisions.
Led by Patrick Bourbon, a seasoned financial advisor with over twenty-five years of professional experience, the firm emphasizes the importance of comprehensive wealth management, risk management, and asset allocation. Patrick's passion for investing, combined with his extensive knowledge and community engagement, enables clients to navigate the complexities of cross-border financial planning with confidence and clarity.
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