Patrick Bourbon
Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country.
Bourbon Financial Management · Chicago, Illinois
Patrick Bourbon is a fee-only financial advisor at Bourbon Financial Management in Chicago, Illinois, who holds the CFA, CFP and MSEE credentials. Patrick charges a subscription (subscription from $500 a month) and focuses on tax planning, retirement planning and small business owners.
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Specialties
Who they serve
- High earners
About
Patrick Bourbon leads Bourbon Financial Management, which works with Americans living in the U.S. and specializes in cross-border families dealing with tax and regulatory rules in more than one country. Patrick sees his role as that of a personal chief financial officer, offering objective advice and global wealth management strategies that help clients avoid costly mistakes.
His approach is holistic and proactive. He reviews a client's entire financial life, provides conflict-free, diversified investment strategies, plans for inflation-protected retirement income and looks for ways to lower taxes. He monitors and adjusts each plan as needs and circumstances change.
Patrick aims to ease the anxiety money can cause, bringing objective insight so important decisions aren't driven by emotion. The goal is to help clients get and stay on track with their financial goals so they can focus on the things that often matter more.
Facts
| Firm | Bourbon Financial Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Subscription |
| Fees (Advice-Only Network profile) | Subscription from $500 a month |
| Works virtually | Yes, and meets in person |
| Accepting new clients | Yes |
| Credentials | CFA · CFP · MSEE · MSFS |
| SEC registration | Investment adviser representative in CA, IL · CRD 5738104 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bourbonfm.com |
| Profile |
How Patrick's firm compares
- Ongoing planning starts at $6,000 a year, above the Illinois median of $5,000 for fee-only firms that publish prices.
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Questions about Patrick
Is Patrick Bourbon a fee-only financial advisor?
Yes. Patrick Bourbon is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.
How does Patrick charge for financial advice?
Patrick charges a subscription.
Does Patrick work with clients virtually?
Yes. Patrick's Advice-Only Network profile says they meet with clients virtually and in person.
Where is Patrick Bourbon based?
Patrick Bourbon is based in Chicago, Illinois.
What does Patrick specialize in?
Patrick's specialties include tax planning, retirement planning, small business owners, real estate investors and estate & legacy planning. Patrick works with high earners.
What credentials does Patrick Bourbon hold?
Patrick Bourbon holds the CFA, CFP, MSEE and MSFS credentials.
Is Patrick Bourbon registered with the SEC?
Yes. Patrick Bourbon is registered as an investment adviser representative in CA and IL (CRD 5738104), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Patrick Bourbon?
Through Patrick's website, bourbonfm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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