About Mark K. Lund, Advisor & CEO

Mark K. Lund is the author of The Effective Investor, a #1 Best Seller, 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 CPA’s.  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 reason they push this narrative is because it makes them a lot of money.  Mark Lund exposes this false narrative, explains how it is used, taught, and promoted, so that you too will be able to recognize it.

The good news is that you don’t need their speculative ways of investing in order to be successful.  This is the dirty little secret in the investment industry that they don’t want you to know.  Mark will show you that with proper strategies and information you can achieve a level of confidence and peace with your investments and retirement plans that you never knew was possible.

The Effective Investor answers questions such as:

  • What kind of stocks will give me the best returns?
  • What is the best ways to protect my money?
  • When should I be in or out of the stock market?
  • What are the hidden fees of investing?
  • What’s the biggest problem with mutual funds?

It’s easy to get opinions on questions of this type.  It’s hard to get facts.  The answers are based on results that can be measured.

This is the book your current advisor hopes you never read!

“The Effective Investor’s no-nonsense approach to investing includes many hidden gems of truth that I love to share with my clients.”

— Michele Baer, CPA
“Our law firm confidently advises our clients to pursue the practical strategies and insights found in this book.”

— Ryan E. Snow, JD/MBA

Get a free copy when you schedule your initial consultation, just click here.