Elizabeth Bernhard
CFP®, MBA
Albion Financial Group
President, Shareholder and Senior Wealth Advisor
Elizabeth Bernhard
CFP®, MBA
Albion Financial Group
President, Shareholder and Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elizabeth Bernhard, CFP®, MBA
Fee-Only Financial Planner serving the Salt Lake City, UT area.
Elizabeth Bernhard is a Salt Lake City, UT fee-only financial planner. Albion Financial Group provides comprehensive financial planning, investment management, and ESG investing to help individuals, multi-generation families, and women in transition organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Elizabeth Bernhard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Since joining Albion in 2009, Liz Bernhard has continued the tradition of collaborating with others on the Albion team on behalf of her clients. She works diligently to understand the nuances of each issue her clients face in order to bring about the best possible solution. Liz began her career at Albion as an Associate Wealth Advisor, where she learned our systems and procedures, and in 2011 transitioned to the role of Senior Wealth Advisor. Throughout her tenure, she has consistently demonstrated that she’s an eager and quick learner. Liz obtained her CFP® license to compliment her MBA from Westminster College.
Originally from Michigan, Liz moved to Utah after college to enjoy the skiing. After spending a few years working and skiing in Alta, she now skis as many weekends as her schedule will allow. Liz is well rounded in her extracurricular activities, enjoying the creativity of the kitchen as well as the pleasures of hiking and camping in the diverse environments of the great state of Utah.
Elizabeth Bernhard is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Elizabeth Bernhard is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Elizabeth Bernhard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Elizabeth Bernhard is a Board Member for the Salt Lake Estate Planning Council
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Elizabeth Bernhard is Mentioned in Financial Advisor Magazine: "Albion Financial Group Taps Liz Bernhard As President"
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CNBC has ranked Albion Financial Group 50th among their top one hundred financial advisory firms in the U.S.
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Albion Financial Group Awards
Contact Elizabeth Bernhard
Office Locations:
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812 East 2100 South
Salt Lake City, UT 84106
