A complete list of active advisors currently associated with Bourbon Financial Management

Warmer can help you find a great advisor at Bourbon Financial Management or one who fits your needs even better.

Bourbon Financial Management provides financial planning and investment advisory services primarily to individual clients and, occasionally, to business entities, with retirement planning and pension consulting included among its offerings. The firm operates on a fee-only basis and delivers non-discretionary advice; it does not custody client assets or directly execute trades on clients’ accounts. The firm’s process is research-driven and multi-disciplinary, emphasizing strategic asset allocation, broad diversification (typically via mutual funds and ETFs), and manager selection supported by qualitative and quantitative due diligence. Clients receive a written financial plan and periodic reviews with rebalancing and implementation recommendations, while final execution and account control remain with the client. Distinctive features relative to many peers include investor-education activities such as occasional complimentary newsletters and workshops, and an explicit focus on pension consulting and retirement-plan guidance. The firm also departs from the common percentage-of-assets billing model by using flat-fee engagements and, in limited cases, may recommend small allocations to illiquid direct participation investments for diversification.

To learn more about the advisors currently working at Bourbon Financial Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.