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

Investment ManagementIllinois, United States2-10 Employees

►►► AFFORDABLE | NO COMMISSIONS | NO MINIMUMS | CONFLICT-FREE UNBIASED COMPREHENSIVE HOLISTIC FINANCIAL ADVICE ◄◄◄

Choosing the right financial planner is an important decision. Due to the knowledge and time commitment required to effectively manage financial strategies, it is hard to complete alone.

We believe that ethical financial planners should place clients' interests ahead of their own interests. The investment approach should be highly disciplined, and based on academic research. Compensation should not only be transparent but also come from only one source: The Client.

Discover BFM at WWW.BOURBONFM.COM to find out more details on how we can help you and your family, and why BFM is UNIQUE with its FEE-ONLY and transparent retainer pricing model.

Did you know that many people spend more time planning for their vacation than planning for their retirement? At BFM, our team helps you prepare for the longest vacation of your life - your retirement.

☂ BFM helps you make better, more informed financial decisions by giving straightforward and conflict-free diversified strategies to maximize asset growth and reduce downside risk.

☂ BFM makes sure that you have enough savings for your entire life so that you can enjoy a comfortable retirement with a secured inflation-protected income.

☂ BFM gives you a financial plan with personalized guidance to keep your portfolios on track with your goals. We neither sell any products nor get incentives by specific sales.

☂ BFM will continue to monitor and adjust your financial plan as your unique needs and circumstances change.

☂ BFM provides comprehensive and focused financial planning services. We are your PERSONAL CFO.

If you already work with a financial adviser, we offer a “second opinion” with objective recommendations.

➨ BFM HOLISTICALLY ANALYZES YOUR ENTIRE FINANCIAL LIFE TO CREATE PEACE OF MIND. BFM FOCUSES ON YOUR FINANCIAL WELLNESS.

Find Bourbon Financial Management, LLC - Excellence - Expertise - Ethics employees' phone numbers or email addresses

Bourbon Financial Management, LLC - Excellence - Expertise - Ethics Global Highlights

North America
7

United States Of America
7

Bourbon Financial Management, LLC - Excellence - Expertise - Ethics's Leadership

P. B.
Global Family Chief Financial Officer ♦ Independent Financial Planner ♦ Expatriates' Expertise
Mobile Phone
Email
A. L.
Equity Research Intern
Mobile Phone
Email
X. G. Q.
Investment Analysis Intern
Mobile Phone
Email
Y. C. W.
Portfolio Analyst
Mobile Phone
Email
M. Y.
Research Associate
Mobile Phone
Email

Contact profiles from Bourbon Financial Management, LLC - Excellence - Expertise - Ethics

Name

Title

Contact Info

Location

Last Update

P. B.
Global Family Chief Financial Officer ♦ Independent Financial Planner ♦ Expatriates' Expertise
Mobile Phone
Email
United StatesIllinois
May 28, 2025
A. L.
Equity Research Intern
Mobile Phone
Email
United StatesIllinois
Jun 06, 2025
X. G. Q.
Investment Analysis Intern
Mobile Phone
Email
United StatesIllinois
Jun 05, 2025
Y. C. W.
Portfolio Analyst
Mobile Phone
Email
United StatesIllinois
Jun 02, 2025
M. Y.
Research Associate
Mobile Phone
Email
United StatesIllinois
May 17, 2025

Frequently Asked Questions

What is Bourbon Financial Management, LLC - Excellence - Expertise - Ethics known for?

Bourbon Financial Management, LLC - Excellence - Expertise - Ethics was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 616 West Fulton Street, Suite 411; you can contact the main corporate office by phone at

+1-312-909-****

. Explore Bourbon Financial Management, LLC - Excellence - Expertise - Ethics's company overview page for more information.

What is Bourbon Financial Management, LLC - Excellence - Expertise - Ethics's most common email format?

Bourbon Financial Management, LLC - Excellence - Expertise - Ethics employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bourbon Financial Management, LLC - Excellence - Expertise - Ethics email formats with LeadIQ.

How many employees does Bourbon Financial Management, LLC - Excellence - Expertise - Ethics have currently?

Bourbon Financial Management, LLC - Excellence - Expertise - Ethics has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Bourbon Financial Management, LLC - Excellence - Expertise - Ethics's key employees and leadership?

As of December 2025, Bourbon Financial Management, LLC - Excellence - Expertise - Ethics's key employees include:

Global Family Chief Financial Officer ♦ Independent Financial Planner ♦ Expatriates' Expertise: P. B.
Equity Research Intern: A. L.
Investment Analysis Intern: X. G. Q.
Portfolio Analyst: Y. C. W.
Research Associate: M. Y.

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