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 is a small, fee-only independent advisory firm that provides comprehensive financial planning and investment advice to individuals and families and, occasionally, to business clients. Services include retirement and pension consulting, development of written financial plans and investment policy recommendations, periodic portfolio reviews, manager searches, and recommendations of mutual funds, ETFs and, in limited cases, illiquid direct participation investments. The firm follows a research-driven, long-term asset allocation approach grounded in academic evidence and Modern Portfolio Theory, emphasizing low-cost mutual funds and ETFs and a disciplined rebalancing process rather than market timing. Advice is provided on a non-discretionary basis through written plans and annual or as-needed reviews, with an emphasis on investor education and clear documentation of recommendations. Compared with many independent advisers, the firm does not charge percentage-of-assets fees; it uses a flat monthly fee structure with a larger initial planning payment and does not take custody or discretionary authority over client accounts. It also offers occasional client newsletters and educational seminars and provides pension/retirement-plan consulting—services that are relatively uncommon among peers and that align with the firm’s institutional experience and professional credentials.

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.

Name	Location	Years of experience
Patrick Bourbon	Chicago, IL	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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