Stonecreek Wealth Advisors, Inc. of Magna

Stonecreek Wealth Advisors, Inc. of Magna is a wealth management firm in Magna, UT. The practice serves pre-retirees and families in Draper, South Jordan, Riverton, Herriman, and the greater Salt Lake area, focusing on retirement planning, tax-efficient investment management, and estate coordination. As a fee-only Registered Investment Advisor, the firm operates as a fiduciary, meaning it is legally and ethically bound to act in the client's best interest rather than selling products or earning commissions. The firm holds a rating of 5.00 based on customer reviews.

The practice is led by Mark K. Lund, who founded Stonecreek Wealth Advisors and has spent more than 25 years in the industry. He published his first book, The Effective Investor, in 2010 and has been quoted in publications including The Wall Street Journal, The Salt Lake Tribune, and US News & World Report. He has also appeared on KUTV Channel 2 and served as a guest speaker for local associations. The firm utilizes a structured process called The Prosperity Formula to align client wealth with their specific goals, risk comfort, and long-term priorities. This approach integrates personalized financial planning, investment management, tax reduction strategies, retirement income planning, risk management, and business succession planning into one coordinated strategy. The firm also coordinates with a network of independent financial, tax, and legal professionals, including Marianne Ludlow of Sundance Law Group, to address estate planning and legal needs.

Stonecreek Wealth Advisors, Inc. of Magna provides fee-only fiduciary guidance in Magna, UT, helping local families navigate retirement and wealth management with a focus on tax efficiency and objective advice.