Albion Financial Group Employee Directory

Investment ManagementUnited States11-50 Employees

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.

Find Albion Financial Group employees' phone numbers or email addresses

Albion Financial Group Global Highlights

North America
59

United States Of America
58
Canada
1

Albion Financial Group's Leadership

J. W.
Chief Investment Officer (cio) | Head Of Research | Lead Portfolio Manager
Mobile Phone
Email
R. J.
Chief Compliance Officer
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Email
D. K.
Vice President And Senior Wealth Advisor
Mobile Phone
Email
W. J.
Head Trader/Analyst
Mobile Phone
Email
J. B. C. C.
Ceo
Mobile Phone
Email
E. B.
Senior Wealth Advisor / President
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Email
T. L.
Ceo
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Email
H. P.
Partner
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Email

Contact profiles from Albion Financial Group

Name

Title

Contact Info

Location

Last Update

C. K.
Systems Manager
Mobile Phone
Email
United StatesUtah
Nov 07, 2025
D. P.
Finance Manager
Mobile Phone
Email
Oct 21, 2024
K. M.
Admin Assist. To Ranch Manager & Horse Breeding/Training Operation
Mobile Phone
Email
United StatesOregon
Apr 26, 2025
M. K.
Senior Portfolio Manager
Mobile Phone
Email
United StatesUtah
Feb 21, 2025
W. J.
Associate Portfolio Manager
Mobile Phone
Email
United StatesUtah
Sep 10, 2025
Z. D.
Human Resources Manager
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
A. S.
Senior Wealth Advisor
Mobile Phone
Email
United StatesUtah
Oct 29, 2025
B. C.
Senior Wealth Advisor
Mobile Phone
Email
Oct 29, 2025
J. W.
Senior Wealth Advisor
Mobile Phone
Email
United StatesUtah
Nov 11, 2025
P. L.
Senior Wealth Advisor
Mobile Phone
Email
United StatesUtah
Oct 29, 2025

Frequently Asked Questions

What is Albion Financial Group known for?

Albion 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, UT 84106, US; 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?

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?

Albion Financial Group has approximately 36 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Albion Financial Group's key employees include:

Chief Investment Officer (cio) | Head Of Research | Lead Portfolio Manager: J. W.
Chief Compliance Officer: R. J.
Vice President And Senior Wealth Advisor: D. K.
Head Trader/Analyst: W. J.
Ceo: J. B. C. C.

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