Albion Financial Group

07/24/2025

Celebrating Utah’s Pioneer Day with a little Western flair at the office! Honoring the past, working toward the future—together. Happy Pioneer Day, Utah!

10/02/2024

🎉 We're celebrating the news from CNBC this morning that Albion has been ranked number 16 this year among the top 100 investment advisor firms in the nation. Remarkably, this is our fourth consecutive year on this prestigious list!

https://www.cnbc.com/2024/10/02/albion-financial-group-fa-100.html

Albion provides no compensation for inclusion on this list. Review the methodology which CNBC employed to determine the ranking for 2024 in collaboration with AccuPoint Solutions.

(Methodology: https://www.cnbc.com/2024/10/02/cnbc-fa-100-ranking-methodology.html )

Our awards: https://www.albionfinancial.com/awards

Albion Financial Group, based in Salt Lake City, Utah, is ranked No. 16 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

07/30/2024

Please enjoy a glimpse of this year's Women, Wine, and Wildflowers gathering! 🌸🍷

Thanks to all who joined us at the Alta Lodge amidst the natural beauty of the Albion basin for our ninth annual event. Some highlights:

• Wildflower walks with a "Wildflower Bingo" twist as we explored Alta's stunning landscapes
• Gourmet meal paired with 'wines of controversy,' guided by our expert sommelier
• Strengthened bonds within our amazing WOA community
• Throwback visit to Albion's original HQ in the Lodge's historic Tyrol room

Let's raise a glass to growth, connection, and new adventures!

07/24/2024

A tip of the hat to our Utah roots with a touch of cowboy style! 🤠

Our team is inspired by the pioneering spirit of the Wild West as we navigate today's financial landscapes.

From the heart of the Beehive State, we honor our heritage and look ahead to a prosperous future together.

06/05/2024

School is out for summer and our volunteer work with Utah Food Bank's Mobile School Food Pantry program has concluded for the season.

During the last nine months our team visited Woodrow Wilson Elementary and helped deliver 40,256 pounds of food to 13,102 individuals, 7,071 of whom under the age of 18.

Overall this year the program was able to distribute more than 1,346,458 pounds of food, the equivalent of 1,122,048 meals, to children and their families impacted by food insecurity in Utah.

has expanded their services this year to fight hunger statewide, including new pantries that are serving the Navajo Nation which experiences acute food insecurity. We appreciate the work they are doing and look forward to volunteering with them again next school year!

04/18/2024

Following the recent passing of Nobel Laureate Daniel Kahneman, the "Godfather" of behavioral economics, Albion CIO Jason Ware, MBA, BFA™ delivered a comprehensive and compelling presentation on cognitive finance at the Salt Lake Estate Planning Council's April luncheon.

The talk explored the various biases, flaws, behaviors, and attitudes that can influence investment outcomes, drawing from Kahneman's (and others) groundbreaking work and blending it seamlessly with market history, data, and foundational principles in the field.

Ware's talk aimed to demystify the intersection of economics and psychology, offering an engaging narrative that included interactive elements all in effort to help "shine a light on the simple yet important proposition of investor know thyself."

04/12/2024

🌼 As the school year nears its close, our team’s dedication blooms strong! In our penultimate session with the Utah Food Bank this season, the Albion team is sowing seeds of hope and nourishment. Bags full of oranges were a big hit this time with the students, spreading vitamin C and smiles alike. 🍊📦❤️

03/27/2024

It all comes full circle. As we do each year, Albion held its annual "Ski Day" event in the Alta Ski Area - where it all began. The skiing was good, naturally, but so too was the talk and Q&A conducted by Albion CIO Jason Ware and President Liz Bernhard over lunch from the comforts of the Snowpine Lodge.

From our investment philosophy and what we're seeing in the and ; to how we construct portfolios and discussions around various individual companies ( ) we like plus commentary on fixed income, Jason and Liz carved a sweeping line through several interesting and important topics. From first to last chair and everything in between, it was a wonderful gathering of colleagues and clients alike. Thanks to everyone who attended!

03/04/2024

Last Thursday, members of Albion's team joined (we also sponsored) the 'Leo 500: The Future of Everything' an imaginative dinner event at The Leonardo in downtown SLC. In between the mingling, the conversations, and the delicious fare, guests were able to sit down at various tables to engage in intimate discussions about the future of topics such as women, power, and ; democracy; ; journalism; education; and much more. It was a terrific event - a "Ted Talks meets Chef’s Table with a shot of the Wasatch mountains" - one we were proud to be a part of! Big thanks to all involved!

Jacki Zehner Ben McAdams Sidni Lloyd-Shorter, Lauren Gustus Selby Recursion Pharmaceuticals University of Utah Health Manish Parashar Tanner Bean Fabian VanCott

03/01/2024

🚀 Elevate your savings game during Utah Saves Week!

Did you know paying off debt can be a stealthy way to save money? 💸

Check out Albion Financial Planner Adam Haynes's article to learn more about this strategy!

https://albionfinancial.com/2024/02/29/smart-money-moves-paying-down-debt-is-saving/

02/22/2024

🌟 Volunteering with purpose! Once again our team had the privilege of participating in the Utah Food Bank's program at a nearby elementary school. As part of the Food Bank’s commitment to fighting hunger statewide, we distributed essential food items to students in need. The smiles on their faces warmed our hearts on Valentine's Day last week. Together, we're making a difference! 🙌📦❤️

01/18/2024

We started the new year with another visit to Woodrow Wilson Elementary, where we helped the Utah Food Bank distribute healthy food to the students and their families. We love being part of the program and witnessing the the radiant smiles and the genuine gratitude of the children.

We are grateful for the opportunity to volunteer with such a wonderful organization. If you want to join us in this rewarding experience, please visit this link: https://www.utahfoodbank.org/programs/mobile-school-pantries/