Our Privacy Policy

Albion Financial Group recognizes the importance of, and is committed to, maintaining the confidentiality, integrity and security of the personal information that is entrusted to us.

The types of nonpublic information (“Customer Information”) that we collect from you may include:

• Information that you provide on applications or other forms.

• Identifying information such as your name, age, address, social security number, etc.

• Information about your personal finances.

• Information about your health (to the extent that it is needed for the financial planning process).

• Information about transactions between you and third parties.

The essential purpose of collecting Customer Information is to allow us to provide advisory services and to help you meet your personal financial goals.

As required or permitted by law, we disclose the Customer Information we collect to persons necessary to affect the transactions and provide the services that our customers authorize, such as broker-dealers, custodians, independent managers etc. Only with your permission do we disclose limited information to attorneys, accountants, and mortgage lenders with whom you have established a relationship. You may request that we not share your information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, email, or in person.

We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your Customer Information. We maintain a secure office to ensure that your information is not placed at unreasonable risk. We do not provide your personal information to mailing list vendors or solicitors. We regularly review the importance and methods of maintaining client confidentiality with our entire staff.

We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law.

Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.

We will notify you in advance if our privacy policy is expected to materially change.