Guiding Clients to a Lifetime of Good Decisions
General investment education. Quick references for annual tax rates, savings, and retirement contributions, as well as Social Security and Medicare figures.
Look back at a history of our quarterly letters with analysis and insight from our regular contributors and Albion’s financial experts.
Watch our informational videos on personal finance, investing, estate planning, Albion’s GPS service, and more.
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.