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info@bourbonfm.com
(+1) 312 909 6539

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Why BFM?

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We help professionals and expatriates worldwide who want to enjoy a COMFORTABLE RETIREMENT at a chosen lifestyle by giving non-conflicted advice, and by optimizing their portfolios in a world of lower returns and higher taxes.

BFM acts in a fiduciary capacity with you to improve your financial life. As such, we place your interests ahead of our own, at all times, without exception. Our incentives are aligned with our clients. Compensation comes from only one source: you, our client.

BFM gives you professional help to improve your individualized investment decisions with tailored long-term proven strategies.

The BFM Model

  • No minimum assets 
  • Independent fiduciary​
  • Fee only - No commission
  • Disciplined investment process
  • Affordable and straightforward flat fee
  • You keep full control of your accounts (no Cyber Security Risk)

Choosing the right financial planner is an important decision.

Due to the knowledge and time commitment required, it is hard to effectively manage financial strategies on your own.

We encourage you to read an article about the distinction between brokers and advisors.

You may also be interested in our compensation model and our Frequently Asked Questions.

Our core values are:

  • Client-Focus
  • Commitment to Excellence
  • Integrity
  • Independent Thinking
  • Long-Term Perspective and Avoid Short-Term Thinking

Let your life control your finances instead of allowing your finances to control your life.

 

 

“People make better decisions with financial advisers” Dr. Shiller, 2013 Nobel Memorial Prize in Economic Sciences

COMMITMENT TO SERVICE

Do you know how many clients your advisor has? According to the McKinsey Global Wealth Management Survey (see here), the average number of clients handled per advisor was 184!

BFM's commitment is to have a smaller client base that allows us to know you better and truly deliver customized strategies for you.

BFM SPECIALIZES ON EXPATRIATES

Financial planning and investing for expatriates is very frustrating and complex (FATCA, FBAR, PFIC…) due to restrictions, tax reporting, high taxation, and currency management so it is difficult to implement customized and sophisticated investment strategies that will help you reach your goals.

BFM helps clients that are U.S. expatriates family, U.S. persons married to a non-U.S. citizen spouse, non-U.S. persons investing in the U.S., and European expatriates who live in the U.S. who may invest in U.S. situs or non U.S. situs assets.

Our founder Patrick is a French expatriate living in the U.S. since 1999 so he is very familiar with these complexities and solutions. He could explain to you why a U.S. citizen spouse may invest more in certain asset classes while a non U.S. citizen spouse may invest in other areas.

The BFM team has cross-border legal, tax, and financial planning expertise and can offer you a tailored financial plan with customized investment strategies that is harmonious with the multi-jurisdictional taxation regimes that you may face.

VISION

Our priorities are in line with our mission to partner with you to achieve your unique investment objectives. We are committed to provide you with customized global strategies that we also invest in. We believe our interests are very much aligned with your interests. BFM is proud of the reputation we have developed for investment excellence and serving clients well. We believe our success is driven by our investment and client focused culture. BFM believes in delivering a tailored client service model to meet your needs. We are passionate investors. We take seriously the responsibility our clients place in us to provide portfolio strategies that meet their specific needs.

“A good plan implemented today is better than a perfect plan implemented tomorrow.” - George Patton

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