Sarah  Bird

Sarah Bird

| CFP®

Albion Financial Group

(801) 487-3700

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Fee-Only Financial Advising & Investment Managment in Salt Lake City, Utah

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Financial Advising
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients
  • Divorce Financial Planning

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812 East 2100 South
Salt Lake City, UT 84106

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Sarah Bird is a Salt Lake City, UT Fee-Only Financial Planner serving Utah residents and clients nationwide. Albion Financial Group specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Sarah Bird is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Sarah Bird has a passion for life and her profession.  Fifteen years ago Sarah joined Albion Financial Group and has helped the firm grow AUM from $350million to $900million today.  Sarah began in the operations department where she learned firsthand the intricacies of the financial industry.  Today, Sarah serves as a face of Albion working as a Senior Wealth Advisor.
 
Sarah is a Certified Financial Planner™, a NAPFA-Registered Financial Advisor, and a Master Graduate of Rapport Leadership International.
 
Sarah loves working with her clients to help them understand their financial picture.  She is a passionate teacher who helps clients navigate a variety of multi-generational milestones.  She enjoys serving as a trusted confidante, sounding board, and guide to clients helping them obtain their financial goals through all life stages. 
 
Sarah serves as a lead team member on many projects and committees within the office and brings with her the exceptional ability to rally a group to do their best, and to be their best.  She enjoys leading Albion’s community outreach and quarterly service at the Utah Food Bank.
 
Continuing education and personal development are two of her professional interests. Her commitment in these areas shows in her dedication to her clients and to several youth leadership initiatives within the community. 
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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 three 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 comprehensive financial advising and customized portfolio management.

PIONEER IN FEE-ONLY INDUSTRY

In the summer of 1982, Toby Levitt and John Bird found themselves discussing flaws prevalent among financial firms nationwide. “Although there was lip service to the idea of putting the client first,” recalls Bird, “at the end of the day, advisers got paid for selling a product.”

The two envisioned a firm free from any product sales agenda, a firm where clients truly come first. This vision became a reality later that year when Levitt and Bird founded Albion Financial: a fee-only Registered Investment Advisor (RIA) legally and culturally committed to each client’s best interest. A fee-only pioneer, Albion has become a nationally recognized, award-winning investment manager and wealth advisor. And, no surprise, the client still comes first.
 
INDIVIDUALIZED INVESTING

Goals, timing and risk tolerance—they’re different for each client. We believe in listening. We believe in doing the right thing. And as a fiduciary with a fee-only compensation structure, there’s no pressure to do anything but what’s right for each client.

Our investment relationships begin with a face-to-face conversation. This allows Albion and potential clients to discuss financial goals and investment philosophies—laying the foundation for a personalized and integrated long-term investment plan.

ONE TEAM, A WORLD OF OPTIONS

Managing multiple portfolios or advisors is neither convenient nor financially efficient. Consolidating and coordinating investments through Albion streamlines this experience without sacrificing access to any investment vehicle. And unlike the big brokerage houses, our clients enjoy access to the world-class skill and experience of the entire Albion investment team, not just a single assigned advisor.
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