Client Testimonials
Hear From Our Clients
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.
Genuine Concern
Brad 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.
Solid Team
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.
Knowledgeable and Insightful
My wife and I have been Albion clients for 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.
Trusted Advisor
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.
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.
Great Confidence
We have great confidence in Albion. We leave it to you and your 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.