Albion Financial Group is proud to rank on CNBC’s list of Top 100 Financial Advisory Firms in the nation for third consecutive year.

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Our Services


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 fiduciary with a fee-only compensation structure, there’s no pressure to do anything but what’s right for each client.

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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.

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Women of Albion Financial

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.

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Highlighted Awards

#41 Financial Advisor of CNBC FA100

2023 CNBC FA100
September 2023

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#6 Registered Investment Advisor in Utah

Utah Business Magazine
February 2023

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#3 Financial Advisor of CNBC FA100 Top Advisor Firms

2022 CNBC FA100
October 2022

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Recent Recognition

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*2100 South Street Construction Alert*

Road work is blocking access to the northern entrances into our parking lot. Also, left turns are disallowed for westbound traffic on 2100 South. We advise approaching us from 700 East and please use the western entrances to our lot, accessed from 800 East, to visit our building.