Fiduciary Financial Advisor In Draper, Utah
Your best interest comes first and it’s the only interest that matters. When we meet, we will clarify how you measure success and what’s most important to you about your money.
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Convert 401k or IRA to Never-Taxed Income
We convert forever-taxed money into never-taxed retirement income, ensuring a stable and fulfilling retirement with peace of mind from day one.
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Discover Prosperous Investing

Schedule your first appointment to unlock investment insights and receive your free book.

Welcome to Stonecreek Wealth Advisors.

Here, Mark Lund and his dedicated team provide customized financial planning and investment strategies focused on securing your financial future. With a foundation in trust, transparency, and fiduciary responsibility, we’re committed to guiding you with confidence and personalized care.

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Why Choose Us?

Our approach is founded on the principles of fiduciary responsibility, evidence-based investment strategies, and a commitment to optimizing your financial future.
Your interests are our only interests. We operate on a fee-based model, ensuring our advice is always in your best interest.
Cut through the noise with investment strategies grounded in rigorous academic research and validated by peer-reviewed studies.
Transparency at its best. We adhere to Global Investment Performance Standards for credible, independently audited performance reporting.

Founder, CEO, and author of the #1 bestseller, The Effective Investor. Featured in leading publications and media.

About Mark K. Lund

Mark K. Lund, founder and CEO of our firm, is the acclaimed author of “The Effective Investor,” a #1 bestseller. Featured in top publications like The Wall Street Journal and seen on KUTV Channel 2, Mark is renowned for challenging the mainstream investment myths perpetuated by big Wall Street firms. His work empowers investors with strategies that prioritize effectiveness over speculation.

Get a free copy when you schedule your initial consultation:

Our Services

Wealth Management

Comprehensive financial care for enhancing and managing your net worth.

Financial Planning

Crafting wealth with goals and values at the core of every plan.

Retirement Planning
Align your future with personalized retirement planning and financial clarity.
Investment Mangement
Accessing institutional-quality investing, tailored for individual portfolios with strategic diversification.

We can do it all.

Wealth, investment, 401(k), IRAs, family planning, business planning, and more.  Stonecreek Wealth Advisors are here to serve Utah.

Sudden Wealth Planning
Investment Policy Statement
IRA & 401K Rollover(s)
Roth IRA Conversion(s)
Portfolio Analysis
Style Drift Analysis
Overlap Analysis
Investment Policy Statements
401k Plans
Simple IRAs
Small Businesses Services

Serving Families And Small Businesses In Utah

For Families

Family wealth management goes beyond finances, aligning with your core values to determine the true purpose of your wealth and its potential impact. It integrates all financial aspects—assets, liabilities, taxes, income, and business—recognizing their interconnection to systematically enhance your financial well-being.

For Small Businesses

We aim to amplify your hard-earned success, ensuring you enjoy peace of mind in retirement. Consider us as your off-site team member, focused on delivering desired results without the complexity of rules and regulations. We work with you to craft the ideal retirement plan for your small business, continuously monitoring it to align with your evolving goals and objectives.

Google Reviews

What Our Clients Say

I highly recommend Mark. He feels very genuine and honest, and he really knows what he is doing and is doing what he loves.

Ashley W.

We are very impressed with how good Mark is at making us feel that he is truly interested in us as people.

Troy H.

As I discuss financial, tax and planning matters with him, it is apparent he is knowledgable in all aspects and he provides thoughtful advice and guidance.

Marianne L.

Contact With Us

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