Established in 1982 in Alta, Utah and currently located in Salt Lake City, Albion Financial Group is an independent wealth advisor and investment manager. Over the last four decades Albion Financial Group has become a nationally recognized, locally respected, award-winning provider of customized wealth management services. From the firm’s humble beginnings, Albion Financial Group has grown into one of Utah’s largest privately held investment managers. Albion Financial Group’s suite of investment services includes in-depth market research, customized portfolio management, and comprehensive financial advising. As a fiduciary and as a fee-only advisor, Albion Financial Group measures success by how well we have done in guiding our clients to achieve their financial goals; not by the amount commissions received or investment products sold.
View Top Employees from Albion Financial Group| Website | http://www.albionfinancial.com |
| Revenue | $6 million |
| Employees | 34 (34 on RocketReach) |
| Founded | 1982 |
| Address | 812 East 2100 South, Salt Lake City, Utah 84106, US |
| Phone | (801) 487-3700 |
| Fax | (801) 487-3766 |
| Technologies |
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| Industry | Wealth Management, Investment Management, Finance General, Financial Services, Finance, Financial Planning, Financial Advising |
| Web Rank | 14 Million |
| Keywords | Julie Edison Albion Financial Group, Local Salt Lake City Investment Firms, Financial Security Retirement Advisors Utah, Dollar Weighted Return |
| Competitors | Cardinal Point Capital Management, ULC, Elemental Capital Management, LLC, Fragasso Financial Advisors |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Albion Financial Group Questions
The Albion Financial Group annual revenue was $6 million in 2024.
Mason Woolf is the COO of Albion Financial Group.
34 people are employed at Albion Financial Group.
Albion Financial Group is based in Salt Lake City, Utah.
The NAICS codes for Albion Financial Group are [52, 52393, 523, 5239].
The SIC codes for Albion Financial Group are [62, 628].
Top Albion Financial Group Employees
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Elizabeth Bernhard
Senior Wealth Advisor and President at Albion Financial Group
Salt Lake City, UT, US11 -
ViewJason Ware
Partner | Chief Investment Officer | Board of Directors at Albion Financial Group
Salt Lake City, Utah, United States33 -
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