Mark Lund, Financial Advisor in Utah

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About Mark K. Lund — Independent Investment Advisor

Mark K. Lund is the author of The Effective Investor and founder of Stonecreek Wealth Advisors, Inc., an independent, fee-only, Registered Investment Advisory firm. He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and Newsmax.com, just to name a few. Mark publishes two newsletters called “The Mark Lund Growth Report” and “Mark Lund on Money.” Mark provides CPE (continuing professional education) courses for CPAs. You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. Mark provides investment and retirement planning services for individuals and 401(k) consulting for small businesses.

In his book, The Effective Investor, Mark exposes the false narrative magazines, media, big Wall Street firms, and most advisors want you to believe. The good news is that Mark will show you that you don’t need their speculative ways of investing in order to be a successful investor.

Get a free copy when you schedule your initial consultation.

 

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BOOK REVIEWS

Alan Erickson, CPA

"If you are looking for a simple, common sense approach to investing, this book is for you. The Effective Investor explains how ordinary people can confidently invest in the market, effectively diversify their portfolios, and safely maximize returns without exposing themselves to unnecessary risk. I recommend this book to all my clients who are looking for an alternative to their high priced investment advisors who have confusing strategies and may be more concerned about earning their next bg commission rather than building wealth for their clients. The strategies are simple, transparent and designed with the investor in mind."
5.0
2018-01-26T22:32:12+00:00
front-cover-new
"If you are looking for a simple, common sense approach to investing, this book is for you. The Effective Investor explains how ordinary people can confidently invest in the market, effectively diversify their portfolios, and safely maximize returns without exposing themselves to unnecessary risk. I recommend this book to all my clients who are looking for an alternative to their high priced investment advisors who have confusing strategies and may be more concerned about earning their next bg commission rather than building wealth for their clients. The strategies are simple, transparent and designed with the investor in mind."

Paul G. Ewell

"I have been representing financial products for over 16 years and have read many books on personal finance. The Effective Investor explains in a very simple straight forward way how to avoid the hidden costs and fees associated with traditional investments. The book flows very well and is easily understood as the author gets his point across. The author also discusses other strategies that you need to know to make sure your wealth is diversified, growing and transferring in the most efficient manner. Everyone should read this book."
2018-01-26T22:32:27+00:00
front-cover-new
"I have been representing financial products for over 16 years and have read many books on personal finance. The Effective Investor explains in a very simple straight forward way how to avoid the hidden costs and fees associated with traditional investments. The book flows very well and is easily understood as the author gets his point across. The author also discusses other strategies that you need to know to make sure your wealth is diversified, growing and transferring in the most efficient manner. Everyone should read this book."

Janice Hale

"Each of the chapter headings got my attention and made me want to read, and curious about what was coming next, so it was hard to put the book down, and exciting to move from chapter to chapter."
2018-01-26T22:33:00+00:00
front-cover-new
"Each of the chapter headings got my attention and made me want to read, and curious about what was coming next, so it was hard to put the book down, and exciting to move from chapter to chapter."

Mark Weisenburger

"The Effective Investor by Mark Lund is a fresh voice committed to helping people. This book is a great resource and I recommend this as a must read for any investor who is open to learning how to better improve their investment portfolio."
2018-01-26T22:33:39+00:00
front-cover-new
"The Effective Investor by Mark Lund is a fresh voice committed to helping people. This book is a great resource and I recommend this as a must read for any investor who is open to learning how to better improve their investment portfolio."

Jason Schroeder

"As an engineer, reading past data to predict the future has always seemed unsettling. In Mark’s book The Effective Investor, he makes it clear using simple analogies how some can claim to 'consistently beat the market average year after year…' It’s not magic; it’s simple probability. He further explains what “diversity” truly is… much more than I had ever considered."

"Oh, and the insight into fees… I had no idea I was paying so much at so many levels. This book offers a great introduction to creating a very efficient and effective portfolio."
2018-01-26T22:32:43+00:00
front-cover-new
"As an engineer, reading past data to predict the future has always seemed unsettling. In Mark’s book The Effective Investor, he makes it clear using simple analogies how some can claim to 'consistently beat the market average year after year…' It’s not magic; it’s simple probability. He further explains what “diversity” truly is… much more than I had ever considered." "Oh, and the insight into fees… I had no idea I was paying so much at so many levels. This book offers a great introduction to creating a very efficient and effective portfolio."

Chris Warner

"Mark’s book “The Effective Investor” is clear, concise, and a great read. Mark’s explanation of the 20 secrets that effective investors utilize to gain wealth was perfect for a novice layman investor like myself. I highly recommend Mark’s book. “The Effective Investor” is a must read for anyone looking to invest."
2018-01-26T22:33:25+00:00
front-cover-new
"Mark’s book “The Effective Investor” is clear, concise, and a great read. Mark’s explanation of the 20 secrets that effective investors utilize to gain wealth was perfect for a novice layman investor like myself. I highly recommend Mark’s book. “The Effective Investor” is a must read for anyone looking to invest."

Some Of The Areas We Can Help You With

Investment Management
Investment Management

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Retirement Planning
Retirement Planning

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Investing a Lump Sum/Inheritance
Investing a Lump Sum/Inheritance

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Wealth Management
Wealth Management

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Rollover an Old 401(k) or IRA
Rollover an Old 401(k) or IRA

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Why Choose Us

We are a trusted fiduciary firm
We are a trusted
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We follow the Uniform Prudent Investor Act
We follow the Uniform
Prudent Investor Act

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We have G.I.P.S. audited returns
We have G.I.P.S.
audited returns

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We are an independent, fee-only, Registered Investment Advisor
We are an independent,
fee-only, Registered
Investment Advisor

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