Utah Investment & Financial Advisor

We would like to introduce you to Mark Lund, the financial advisor your current advisor was hoping you would never find!

Mark K. Lund is author of The Effective Investor, founder, and CEO of Stonecreek Wealth Advisors, Inc., an independent, fee-only, Registered Investment Advisor firm.   He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake TribuneThe Enterprise Newspaper, The Utah Business Connect Magazine, and Newsmax.com, just to name a few.  Mark publishes two newsletters called, “The Mark Lund Growth Report” and “Mark Lund on Money.”  Mark regularly provides CE (continuing education) courses for CPA’s.  You may also have seen him on KUTV channel 2, or as a guest speaker at a local association or business.  Mark’s focus is to help people with their investments and retirement plans. To learn more about Mark click here.

If somewhere deep in your gut, you feel you’ve been misled about your investments or 401k retirement plan and don’t want your money managed by a big Wall Street firm, then you’ve come to the right place. Wall Street firms and those representing Wall Street in general are charging huge fees, getting fat commissions from financial product providers and making big profits by hiding the truth from you.

You need an independent trusted financial advisor that is objective; an advisor that is not paid more to sell you one product over another. You need a relationship with a person that promises to always put your interest first. One that is an independent, fee-only, Registered Investment Advisor.

We would invite you to take some time on our website to see what makes us different. We serve clients throughout the state of Utah and around the country.

If your looking for a financial planner, financial advisor, or a 401K advisor, please feel free to contact us any time with any question you may have. We are happy to send you more information and even a copy of Mark Lund’s book, The Effective Investor.

Thanks again for visiting our website.

Cities we serve but not limited to: Alpine | American Fork | Bingham Canyon | Bountiful | Brighton | Broadway | Centerville | Central City | Clearfield | Cottonwood | Draper | Eagle Mountain | Farmington | Federal Heights | Foothill | Glendale | Granger | Harrisville | Heber City | Herriman | Holladay | Hooper | Hunter | Kaysville | Kearns | Layton | Lehi | Lindon | Magna | Marriott-slaterville City | Midvale | Millcreek | Morgan | Morgan County | Murray | North Ogden | North Salt Lake | Ogden | Orem | Park City | Payson | Pleasant Grove | Pleasant View | Provo | Riverdale | Riverton | Rose Park | Roy | Salt Lake City – Downtown | Sandy | Saratoga Springs | South Jordan | South Ogden | South Salt Lake | South Weber | Spanish Fork | Springville | Stansbury Park | Sugar House | Summit County | Syracuse | Taylorsville | The Avenues | Tooele | Tooele County | Utah County | Wasatch County | Weber County | West Jordan | West Valley City | Woods Cross