Liz Bernhard has been named president of Albion Financial Group of Salt Lake City.
Founded in Alta in 1982 by Toby Levitt and John Bird, Albion Financial Group is a fee-only fiduciary investment and financial advisory company. With a team of 26 professionals, the company provides service to individuals, families and closely held businesses from the Wasatch Front to states and locales across the nation.
Bernhard started with Albionin 2009 as an associate wealth advisor. In 2011, she moved into the role of senior wealth advisor, where she has spent the past decade working to help her clients make financial decisions.
“Liz is a strong voice for fee-only fiduciary wealth advising in the community and is a strong advocate for and defender of Albion’s collaborative and caring culture that always puts our clients first,” said Bird, Albion’s current CEO. “It was important to the board of directors that the president of Albion be an individual with direct experience working with our clients as well as the many allied professionals in our community with whom we collaborate. Our president should be aware of what our clients are experiencing. As such, Liz will continue in her role as senior wealth advisor supported by both Patrick Lundergan and Natalie St. Denis.”
During her tenure at Albion, Bernhard earned an MBA from Westminster College in 2012, her Certified Financial Planner designation in 2014 and, most recently, her Certified Divorce Financial Analyst designation in 2020.