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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
56

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  • United States Of America
    56

Albion Financial Group's Leadership

  • Stylized image of a person
    D. K.
    Vice President And Senior Wealth Advisor
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  • Stylized image of a person
    D. P.
    Finance Manager
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  • Stylized image of a person
    B. C.
    Senior Wealth Advisor
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  • Stylized image of a person
    D. W.
    Co-Host
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  • Stylized image of a person
    Z. A.
    Associate Wealth Advisor
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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
    D. K.
    Vice President And Senior Wealth Advisor
    Phone icon
    Jul 07, 2026
  • Stylized image of a person
    D. P.
    Finance Manager
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    B. C.
    Senior Wealth Advisor
    Phone icon
    Nov 25, 2025
  • Stylized image of a person
    D. W.
    Co-Host
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    Z. A.
    Associate Wealth Advisor
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Albion Financial Group known for?

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Albion Financial Group was founded in 1982 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Albion Financial Group's company overview page for more information.

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

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Albion 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?

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Albion Financial Group has approximately 36 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Vice President And Senior Wealth Advisor: D. K.
  • Finance Manager: D. P.
  • Senior Wealth Advisor: B. C.
  • Co-Host: D. W.
  • Associate Wealth Advisor: Z. A.

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