Albion Financial Group
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.
7-day free trial · no credit card
Verified contacts
33
available on Kipplo
LinkedIn employees
35
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
366
organic / mo
Sign up free to see all 33 verified contacts at Albion Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- DK
Debbie Knotts
Vice President and Senior Wealth Advisor · Finance & Accounting
EmailPhone - CK
Carrie Kerr
Systems Manager · Information Technology
EmailPhone - DG
Danielle Gregory
Senior Wealth Advisor · Finance & Accounting
EmailPhone - SB
Sarah Bird
Senior Wealth Advisor · Finance & Accounting
EmailPhone - DC
David Clark
Operations Associate · Operations
EmailPhone - PK
Peggy Knodel
Associate Wealth Advisor Registered Paraplanner · Finance & Accounting
EmailPhone - TJ
Tyani Joseph
Administrative Assistant · General Business & Management
EmailPhone - WJ
Walter Joseph
Associate Portfolio Manager · Finance & Accounting
EmailPhone - EB
Elizabeth Bernhard
Senior Wealth Advisor President · Other
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Albion Financial Group
17 distinct titles indexed · top 10 shown.
- 8associate wealth advisor
- 4financial planner
- 4senior wealth advisor
- 2ceo
- 1administrative assistant
- 1administrative services manager
- 1associate portfolio manager
- 1associate wealth advisor registered paraplanner
- 1chief investment officer (cio) head of research lead portfolio manager
- 1international lawyer
- +7more titles
Sign up to unlock all 33 contacts at Albion Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 33 verified contacts at Albion Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.