Albion Financial Group
Fee-Only Financial Advising & Investment Managment in Salt Lake City, Utah
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
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.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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
812 East 2100 South
Salt Lake City, UT 84106