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CNBC FA 100 LIST TOP RANKED

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

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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.

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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


#16 Financial Advisor of CNBC FA 100

CNBC
October 2024

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#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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Recent Recognition

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*Temporary Office Relocation Alert*

Sugarhouse Commons

1165 East Wilmington Ave. Ste. 250

SLC, UT 84106