Client Testimonials
Hear From Our Clients
Most Important Advisor Relationship
Our relationship with [Albion] and all the members of our family is the most important, meaningful and trusted of any advisor of any type we have ever had…I actually think [one of] the best decisions I ever made in my life [was] becoming part of the Albion family!
Current Clients Since 1994
Santa Rosa, CA
*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.
Financial Confidence
I couldn’t be more pleased with where my association with Albion has brought me to this point, on the “eve” of my retirement, about a year away. The analysis they expertly presented to me … was superb. Thank you to Brad and his team for helping me in this journey to financial confidence and planning.
Current Client Since 2018
Salt Lake 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.
We Think of [Albion] as Our Extended Family
We were brought into the Albion family in 2002. They have become good friends, answering questions for us, and meeting with us regularly to discuss our needs, goals, and challenges as we’ve aged through different investment phases. They also give back to the community and have managed an endowment fund on a pro bono basis for a non-profit community organization we’ve been involved with. We think of them more as our extended family than as a service provider.
Current Clients Since 2002
Sisters, OR
*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.
Shows Genuine Concern
Brad [Curtis] shows a genuine concern for my account and is really great at explaining strategies…He answers any questions I have and is really pleasant in the process. I hope that Brad is with Albion for many years to come.
Current Client Since 2016
Salt Lake 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.
Knowledgeable and Insightful
My wife and I have been Albion clients for [almost] 20 years. We’ve always greatly appreciated their efforts to keep us grounded, make good decisions and enjoy the fruits of our labor. Jason Ware, CIO, has been pivotal to our confidence in and tenure with Albion, as not only does he provide highly knowledgeable and insightful market commentary, but he does so with great enthusiasm, obvious love for his work, and with a remarkably open door. His presence is a distinct element of our remaining Albion clients.
Current Clients Since 2007
Salt Lake 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.
Trust and Admiration
For 29 years, Albion has been our trusted advisor and partner in our personal and professional financial journey. Throughout this time, Albion has shown their expertise and personal care in attending to all of our financial needs.
Most impressive has been their timely attention and consul on life’s financial milestones. Including college planning for our children, home purchasing and cross country locations, yearly financial planning, and ongoing retirement planning and management.
Albion professionals, individually and collectively have earned our trust and admiration for their work on our behalf.
Current Clients Since 1996
Wilmington, NC
*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.
Never Felt More Secure
Just wanted to let you know how much we appreciate the effort you put into managing our account. Thank you for all you do. We have never felt more secure about our future.
Current Clients Since 2023
Morgan, 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.
Absolute Faith
My introduction to Albion Financial Group was thanks to my daughter, who worked at the Alta Lodge for many years and where my husband and I would stay during the ski season. We became close friends with the members of the Levitt family.
We began to use [Albion’s] services under the expertise of Debbie Knotts – and others. This was – and remains – an excellent decision. My children and grandchildren are now having Albion Financial take care of their investments.
I have absolute faith in this company and will continue to recommend it to others.
Current Clients Since 2011
Salt Lake 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.
Great Confidence
We have great confidence in Albion. We leave it to [the] team at Albion to steer us thru these next years.
Current Clients Since 2005
Bend, OR
*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.
Albion Family
We are very happy with our team of Brad and Daymian. They really make us feel [like] we’re part of the Albion family. They have helped us so much with figuring [out] this retirement thing.
Current Clients Since 2019
Salt Lake 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.
Invaluable Guidance
I have been a very satisfied client of Albion Financial for [almost] 20 years. I started with them as I started my professional career. Their guidance has been invaluable. Not only have they given me financial advice and guidance but they are always willing to listen to my concerns and make recommendations on my investment strategies as my life situations have changed over the years. Their retirement planning and strategies have been crucial in helping me visualize my goals and challenges to reach them. They have also connected me with excellent estate planning and accounting partners.
Anders, Michelle and Shannon know me and my family well. They understand my financial situation intimately. I can not speak more highly of the entire team and I am thankful I took the leap many years ago.
Current Client Since 2007
Liberty, 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.
Friendly, Caring, and Compassionate
I’ve said this before, but we are both amazed at the solid team you have built – knowledgeable, friendly, caring, and compassionate, plus they really seem to be happy and having fun which is contagious.
Current Clients Since 2002
Salt Lake 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.
Looking Forward to a Long-Term Relationship
One of the reasons we chose to work with [Albion] is that we were looking for a Financial Advisor that had NAPFA-[affiliated] Advisors. We have been very happy with [Albion’s] services, and have not regretted anything. We look forward to a long-term relationship with [Albion]. We are also very happy with Shannon [Leonhart], she seems very intuitive, and thinks of things before we even have to ask. We are also impressed with Jason [Ware], and trust his investment advice.
Current Clients Since 2025
Salt Lake 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.
Trust
Uncertain times can be tough. We are unlikely to find another group in which to trust beyond Albion.
Current Clients Since 2006
Salt Lake 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.
Treated Like Family
Anders and Shannon are just awesome. They have helped me with…anything I ask of them. I’ve been with [Albion] for [over] 30 years. They handle your money the way they think is best and the way you want them to handle it. They treat you like a person. They don’t talk down to you and they treat you like family. Not a client. Everyone there is awesome! Even the people that answer the phones are the most friendly people you will ever talk to.
Current Clients Since 1989
Springville, 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.