- Estate Planning
- Tax Planning
Founded in 1982, Albion Financial Group is an independent wealth advisor and investment management firm catering to clients in West Valley City. It offers a range of financial advising and investment management services, including retirement counseling, tax planning, in-house research and trading, and stock option valuation. Its advisors can also help clients in managing their ESG portfolios. Its CEO and co-founder, John Bird, is a member of the National Association of Personal Financial Advisors. He is a Certified Financial Planner and a Chartered Financial Analyst.