Stonecreek Wealth Advisors, Inc. 11576 South State Street, Draper, UT 84020
About the Business
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Stonecreek Wealth Advisors, Inc. is a finance institution located at 11576 South State Street in Draper, Utah, United States. Founded by Mark K. Lund, a fiduciary, fee-only, Registered Investment Advisory firm, Stonecreek Wealth Advisors prioritizes your vision above all else. With 25 years of experience in the industry, Mark has been featured in various publications and media outlets, sharing his expertise on effective investing. The institution's philosophy revolves around evidence-based investing, ensuring your financial future and family's well-being are secure.
The institution offers wealth management services for families, focusing on your core values and financial goals. Acting as a fiduciary, Stonecreek Wealth Advisors always puts your best interests first, charging an annual management fee instead of earning commissions on products sold. The team at Stonecreek Wealth Advisors aims to build upon your success and provide peace of mind in retirement.
With a systematic and integrated approach to family wealth management, Stonecreek Wealth Advisors considers all aspects of your financial life to improve your overall financial situation. The institution also monitors your retirement plan regularly to ensure it aligns with your company's goals over time. By adhering strictly to academic standards of research and utilizing evidence-based investing strategies, Stonecreek Wealth Advisors separates truth from fiction in the financial world.
To ensure transparency and reliability, Stonecreek Wealth Advisors recommends auditing the performance of your money manager by a third-party professional like Global Investment Performance Standards (GIPS). By following a four-step approach to prosperous investing, Stonecreek Wealth Advisors lays the groundwork for a successful investment strategy tailored to your personal needs and vision. No matter where you're starting from, Stonecreek Wealth Advisors is here to help you achieve your financial goals and enjoy the retirement you've always envisioned.
Photos
Location & Phone number
11576 S State St Bldg. 1002, Draper, UT 84020, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
8:00 AM - 6:00 PM
Sunday:
Closed
Reviews
"Has been very thorough in explaining any questions I have in regards to brokerage accounts, IRA’s, and just anything I can think to ask he answered. He wrote a very easy and simple and short book explaining what he does. Honestly, if you were brave you could read his book and have an idea what you could do on your own. However, I’m not brave, or confident in anything investment realated. I do however fully trust mark to manage my accounts and so far I’ve made some money and havnt had to do much of anything. If you’ve heard online you need to invest and investing is how you make money in the long run, but you have no idea where to start, I highly recommend Mark. He feels very genuine and honest, and he really knows what he is doing and is doing what he loves."
"As an estate planning attorney, I’ve had the opportunity with work with Mark on joint clients. He is always responsive, professional and, most of all, truly cares about his clients. 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. He takes a holistic approach to planning and collaborates well with other professionals to give clients great results. Highly recommend."
"As a subscriber to the Enterprise Magazine I became introduced to Mark in his weekly articles. His articles were always fun and upbeat. He was knowledgeable in his field. When it was time for me to switch financial advisers I met with Mark in person and interviewed him. He was warm and clearly knew what he was doing. I moved all of my accounts over to him and have not had any issues. Everything is going well."
"We have been with Mark at Stonecreek Wealth for quite a few years. We are very impressed with how good Mark is at making us feel that he is truly interested in us as people. He has a wealth of financial knowledge and uses it to help us better our financial situation. On one occasion, some relatives who are financial advisors told us that they could help us get a better return on our investments only to have them come back and tell us not to change a thing after reviewing our portfolio. Mark is a top-notch financial advisor!"
"I have been with Mark Lund for several years. He advises and manages small portfolios like mine as well as large portfolios. On more than one occasion, I have compared the performance of my investments with Mark with other investments that I had. In every case, my funds managed by Mark exceeded those in my other funds and with fewer fees. He now manages all my insurance and retirement funds. Mark is the kind of adviser who always stays abreast of the latest trends and always keeps his clients informed. His newsletters are very informative, yet they don't talk over my head. One more thing about Mark is that he is very approachable and will take the time to meet with you and to explain in detail anything you might have questions about."
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