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BFM is a Registered Investment Advisor and focuses on your needs. Discover another video on why a fiduciary standard is important.



BFM takes a personalized
view of your entire financial health and goals.

BFM is conflict-free and acts in your best interest.


Straightforward Fee

BFM never accepts commissions, as that would compromise the integrity of our advice. BFM has a flat retainer fee structure (typically $200-$500 per month).


  • Are you satisfied with your investment performance?
  • Have you thought about your life goals and how to achieve them?
  • Do you have the time, desire, or knowledge to grow your wealth?

We provide you with holistic advice to help you reach your goals, make smarter financial decisions, and prepare you for the certainty of uncertainty.

If you are not sure​ what do to, talk to a trusted and proven investment professional.

Patrick Bourbon, CFA

PB.jpg.crop_display.jpgPatrick is your personal Chief Financial Officer. He is knowledgeable in preserving and growing your wealth, as well as risk management, asset allocation, and mutual funds selection having relationships with more than 400 investment managers and having selected funds for more than 20 years. His aspiration is to make sure that you have enough assets as long as you live so that you can enjoy a comfortable retirement at your chosen lifestyle. 

Patrick's main goal is to give you the best tools possible to improve your financial decisions given your loss tolerance. He provides knowledge and customized strategies in order to make effective diversified investments. He explains the possibilities so that you can make wiser and better long-term decisions depending on your unique situation. He hopes to bring organization to your financial life.

Patrick’s passion for investments started in his early teens, after a visit of Paris stock exchange. At that time, he was given a $2 bill. From that point on, he became fascinated by currency management and he started to check its value in French Francs every week.

Patrick is very engaged in Chicago’'s civic community, actively serving as chairman of Stuart Investments, member of the Board of Advisors of the Stuart School of Business at the Illinois Institute of Technology, and the treasurer of the South Shore Drill Team. Since 2006, he has been the President of UFEC/AFFC. In 2014, he was elected “Conseiller Consulaire” with the Consulate of France.

Patrick loves sports. For 10 years, he has participated in ski and tennis competitions, winning more than 25 contests. Competition has taught him concentration, persistence, discipline, self-control, humility, and confidence. It has helped him understand that defeats / failure experiences are to be expected and are good learning opportunities. Ultimate success can be attained by learning from past experiences. Sports and its mental side was a constant positive and influence in his life. Sometimes, the main adversary is yourself. Like in entrepreneurship, you need discipline and determination to compete. Move quickly from past mistakes or you will miss opportunities.

He enjoys wine tastings (Pomerol and Champagne are his favorite) and traveling. So far, he’s been to more than 30 countries and speaks English, French, and Spanish. He also studied Japanese, Russian and Greek. Patrick also has a French accent that he polishes every morning.

When it comes to investing, Patrick believes in simplification, slowing down, independent thinking, having a systematic process, keeping questioning past decisions, being methodical, using checklists, and relying on data (what it says and what it does not say). He is focused, pragmatic, analytical, cautious, humble, and believes that there is always room for improvement and seek ways to get better.

Board of Advisors




"Patience is bitter, but its fruit is sweet." - Jean-Jacques Rousseau.

Discover here a research of a hierarchy of the value a financial advisor provides.

The research from Vanguard, Dalbar and Morningstar shows that a few effective financial planning techniques resulted in a substantial increase in retirement income. If you want to discover the research, why you need a financial advisor, and the benefits/added value, please click here.

"Recent Vanguard research shows that your advisor not only adds peace of mind, but also may add about 3 percentage points of value in net portfolio returns over time.” Source: Vanguard.

“The 30-year annualized S&P return was 11.06% [$100,000 became $2.3M] while the 30-year annualized return for the average equity investor was only 3.79% [$100,000 became only $305,000], a gap of 7.27%. Investor behavior is not simply buying and selling at the wrong time, it is the psychological traps, triggers and misconceptions that cause investors to act irrationally. That irrationality (loss aversion, narrow framing, anchoring, herding, regret,…) leads to the buying and selling at the wrong time which leads to underperformance.” Source: Dalbar.


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