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Albion Financial Group Employee Directory

Investment ManagementUtah, United States11-50 Employees

Albion Financial Group is an independent wealth advisor and investment manager based in Salt Lake City, Utah, with roots dating to 1982 in Alta. Its services include customized wealth management supported by in-depth market research, portfolio management, and comprehensive financial advising. As a fiduciary and fee-only advisor, Albion Financial Group bases its service on helping clients reach their financial goals rather than generating commissions.

The firm serves clients seeking tailored investment guidance within the investment management industry. Over the years it has grown into one of Utah's larger privately held investment managers. In 2025, CNBC ranked Albion 28th on its Financial Advisor 100 list.

Find Albion Financial Group employees' phone numbers or email addresses

Albion Financial Group Global Highlights

Location
Employees

North America
57

Minus sign iconPlus sign icon
  • United States Of America
    57

Albion Financial Group's Leadership

  • Stylized image of a person
    J. B. C. C.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. L.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Vice President And Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. J.
    Head Trader/Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. B.
    Senior Wealth Advisor / President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Administrative Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. V.
    It Manager
    Phone icon
    Mobile Phone

Albion Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Information Technology
  • Accounting
  • Other

Contact profiles from Albion Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B. C. C.
    Ceo
    Phone icon
    Mobile Phone
    United StatesUtah
    Feb 02, 2026
  • Stylized image of a person
    R. J.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesUtah
    Jan 27, 2026
  • Stylized image of a person
    E. B.
    Senior Wealth Advisor / President
    Phone icon
    Mobile Phone
    United StatesUtah
    Oct 02, 2024
  • Stylized image of a person
    T. L.
    Ceo
    Phone icon
    Mobile Phone
    United StatesUtah
    May 31, 2026
  • Stylized image of a person
    D. K.
    Vice President And Senior Wealth Advisor
    Phone icon
    Mobile Phone
    Feb 18, 2026
  • Stylized image of a person
    J. T.
    Administrative Services Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    Oct 29, 2025
  • Stylized image of a person
    L. V.
    It Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    Oct 29, 2025
  • Stylized image of a person
    C. K.
    Systems Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    Apr 23, 2025
  • Stylized image of a person
    D. P.
    Finance Manager
    Phone icon
    Mobile Phone
    May 23, 2025
  • Stylized image of a person
    K. M.
    Admin Assist. To Ranch Manager & Horse Breeding/Training Operation
    Phone icon
    Mobile Phone
    United StatesOregon
    Apr 26, 2025

Frequently Asked Questions

What is Albion Financial Group known for?

Minus sign iconPlus sign iconAlbion Financial Group was founded in 1982 operates in the Investment Management industry. The company's main headquarters is located in 812 East 2100 South Salt Lake City, Utah 84106 United States; you can contact the main corporate office by phone at
+1-801-487-****
. Explore Albion Financial Group's company overview page for more information.

What is Albion Financial Group's most common email format?

Minus sign iconPlus sign iconAlbion Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Albion Financial Group email formats with LeadIQ.

How many employees does Albion Financial Group have currently?

Minus sign iconPlus sign iconAlbion Financial Group has approximately 36 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Albion Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Albion Financial Group's key employees include:

  • Ceo: J. B. C. C.
  • Ceo: T. L.
  • Chief Compliance Officer: R. J.
  • Vice President And Senior Wealth Advisor: D. K.
  • Head Trader/Analyst: W. J.

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