Founders

Founders

Meet the Founders


United by Your Best Interest
John Bird

John Bird

  • CEO & Co-founder of Albion Financial Group
  • Chairman | Albion Board of Directors
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W. Toby Levitt

W. Toby Levitt

  • Co-founder of Albion Financial Group
  • Member | Albion Board of Directors
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Our Story

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.

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