Investor Alert:
Beware of Fraudsters Impersonating Investment Professionals and Firms
Albion Financial Group (“Albion”) does not conduct any business on WhatsApp or any other social media platform, aside from maintaining a company LinkedIn page. If you are, or have been, contacted by any group or individual via WhatsApp or any other social media platform claiming to be a representative of Albion, you may be the target of a fraud attempt or investment scam.
Albion and its employees will never ask you to join WhatsApp groups or social media accounts created by or on behalf of Albion, nor does Albion advertise or solicit for investment in any specific stocks or for any cash transactions.
For additional information, please visit Investor.gov, the SEC’s website.
Our Services
Financial Advisors in Salt Lake City
Financial Advising
A secure financial future is obtained through clearly stated goals and attention to the many components of your financial life. Albion works to understand your personal financial and lifetime goals. Our objective is to help you make a series of good financial decisions year after year.
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Investment Management
Goals, timing, and risk tolerance—they’re different for each client. We believe in listening. We believe in doing the right thing. And as a fee-only advisor, our clients’ interests will always be placed ahead of our own.
Investment Minimum Applies: See Details »Our Story
In the summer of 1982, Toby Levitt and John Bird found themselves discussing flaws prevalent among financial firms nationwide. “Although there was lip service to the idea of putting the client first,” recalls Bird, “at the end of the day, advisors got paid for selling a product.”
The two envisioned a firm free from any product sales agenda, a firm where clients truly come first. This vision became a reality later that year when Levitt and Bird founded Albion Financial Group: a fee-only Registered Investment Advisor (RIA) legally and culturally committed to each client’s best interest. A fee-only pioneer, Albion has become a nationally recognized, award-winning investment manager and wealth advisor. And, no surprise, the client still comes first.
Women of Albion
Women are decision makers. We conduct research and network with experts in an effort to gather information, become well educated, and chart a path forward. This is the spirit in which Women of Albion was born.
We are a collaborative team of women with experience to help our female peers understand and manage their financial lives. The Women of Albion team ranges across all life stages contributing valuable financial knowledge for female professionals, mothers, grandmothers, divorcees, and widows who have outlived their partners.
Hear From Our Clients
Exceptional Advice
Albion Financial Group are a fabulous team to work with! They have reviewed many important decisions we make tied to our investment portfolio and have always given exceptional advice. We fully trust their financial decisions and appreciate their expertise regarding the fast-moving shifts in the stock market and our family planning investment needs.
Plus, the relationship that we enjoy with Jason [Ware], Dani [Gregory] and Sara [Dewey] is unparalleled. They are the utmost professionals, always quick to respond to any questions we may have.
Jason provides detailed insight on why he makes market investment decisions and explains thoroughly what it means to our family portfolio.
Working with Albion Financial Group has been the best investment we have made for our financial future, and we highly recommend anyone making the same decision!
Current Client Since 2023
Park City, UT
*This testimonial was given by a current client of Albion Financial Group. No compensation was provided for this testimonial, and no material conflicts of interest exist that would impact this testimonial.
Highlighted Awards
#28 Financial Advisor on CNBC FA 100
CNBC
October 2025
Albion has been ranked as one of FA Magazine’s America’s Top RIAs
Financial Advisor Magazine
July 2025
#16 Financial Advisor on CNBC FA 100
CNBC
October 2024