Albion Financial Group is a nationally recognized and award-winning investment management and wealth advisory firm based in Portage, MI. Founded in 1982, Albion is committed to putting clients first and operates as a fee-only Registered Investment Advisor (RIA). With a focus on understanding each client's unique financial goals and risk tolerance, Albion provides personalized financial advising and investment management services to help clients make good financial decisions year after year.
Driven by a team of experienced professionals, including founders Toby Levitt and John Bird, Albion Financial Group is known for its commitment to client satisfaction and its dedication to providing unbiased financial advice. The firm's Women of Albion team specifically caters to female clients, offering valuable financial knowledge and support for women in various life stages. With a track record of success and recognition, including being ranked on CNBC's list of Top 100 Financial Advisory Firms in the nation for three consecutive years, Albion Financial Group is a trusted partner in guiding clients towards a lifetime of good decisions.
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