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Patrick Lundergan achieves CFP® Designation

Albion Financial Group is proud to announce and celebrate the firm’s newest Certified Financial Planner®. Financial Planners are engaged in the detailed aspects of the financial advising relationship. Their efforts make it possible for our clients to seamlessly envision and plan for a variety of prospective scenarios. Their contribution to the team is essential as […]

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Meet Albion’s New COO

SALT LAKE CITY, March 16, 2021 /PRNewswire/ — Albion Financial Group announced today that Mason Woolf has been named Chief Operating Officer of the firm. In a clear sign of Albion’s growth and progress, the COO role has been created to oversee all company policies, processes, day-to-day management, coordination across teams, and organizational planning — […]

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#4 in the Book of Lists and #1 in our Clients’ Hearts

Utah Business Magazine includes Albion Financial Group in their annual Book of Lists: A Guide to Utah’s Businesses

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FAQ: Bitcoin 101

For those trying to better understand bitcoin and cryptocurrencies, here’s our understanding on a handful of frequently asked questions

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Services

2021 Planning Guide: What You Need to Know

A quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information.