Bourbon Financial Management, LLC - Excellence - Expertise - Ethics Employee Directory

Investment ManagementIllinois, United States2-10 Employees

Bourbon Financial Management, LLC operates in the investment management field, offering comprehensive financial planning and ongoing advisory support that address the full scope of a client’s finances. The firm follows a fee-only, transparent retainer structure with no commissions and no minimums, aiming to align the adviser’s incentives with those of the client. It emphasizes a disciplined, research-based approach intended to grow assets while reducing downside risk, and frames its guidance as personalized, similar to a personal CFO, with retirement adequacy and inflation-protected income in mind.

The company is based in Chicago, Illinois, and describes itself as a small team. Its services target individuals and families seeking objective, conflict-free financial planning, including those who want a second opinion on an existing advisory arrangement. A notable development from 2019 is the firm’s introduction of a new format for its newsletters.

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