Sarah Bird

CFP®

Albion Financial Group

Financial Advisor

Sarah Bird

CFP®

Albion Financial Group

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sarah Bird, CFP®

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

Sarah Bird is a Salt Lake City, UT fee-only financial planner. Albion Financial Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sarah Bird is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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. 

Sarah Bird is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

  • National Association of Personal Financial Advisors (NAPFA)
    Sarah Bird is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Sarah Bird is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

Contact Sarah Bird

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Office Locations:

  • 812 East 2100 South
    Salt Lake City, UT 84106

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