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Albion Financial Group

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Albion Financial Group

Overview:

INDIVIDUALIZED INVESTING

Goals, timing and risk tolerance—they’re different for each client. We believe in listening. We believe in doing the right thing. And as a fiduciary with a fee-only compensation structure, there’s no pressure to do anything but what’s right for each client.

Our investment relationships begin with a face-to-face conversation. This allows Albion and potential clients to discuss financial goals and investment philosophies—laying the foundation for a personalized and integrated long-term investment plan.

ONE TEAM, A WORLD OF OPTIONS

Managing multiple portfolios or advisors is neither convenient nor financially efficient. Consolidating and coordinating investments through Albion streamlines this experience without sacrificing access to any investment vehicle. And unlike the big brokerage houses, our clients enjoy access to the world-class skill and experience of the entire Albion investment team, not just a single assigned advisor.

History:

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, advisers 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: 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.

Minimum Investable Assets: $1 million

Net Worth of largest client: $80 million

Asset Under Management: $675 million

Toll Free: +1 877 487 6200

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