Stonecreek Wealth Advisors, Inc. of Magna

Stonecreek Wealth Advisors, Inc. of Magna is a wealth management firm in Magna, UT, located at 10421 S Jordan Gateway #600. It holds a 5.00 rating based on customer reviews. The firm is a fee-only fiduciary Registered Investment Advisor in Utah, providing tax-efficient investment management to help families retire with confidence.

Founded by Mark K. Lund, who has over 25 years of experience in the industry, the firm operates on a model where compensation comes solely from client fees, such as assets under management or flat consulting fees, rather than commissions or product incentives. This structure ensures that advice is guided by the client’s best interests. Lund published his first book, *The Effective Investor*, in 2010 and has 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*. He has also appeared on KUTV Channel 2 and spoken at local associations.

The firm utilizes a structured process called The Prosperity Formula™ to align wealth with client priorities through evidence-based strategies. This approach integrates retirement income planning, tax-efficient investment management, and estate planning strategies. Services include risk management, insurance coordination, business succession planning, and charitable giving strategies. Stonecreek Wealth Advisors serves individuals and families across South Jordan, Draper, Riverton, Herriman, and the greater Salt Lake area.

The firm assists clients who have come into money unexpectedly, such as through inheritances, legal settlements, job changes with 401k rollovers, or the sale of a business. It also helps those who have never had a trusted advisor and those dissatisfied with previous advisors who rarely communicate or provide clear strategies. To support holistic planning, the firm works with a network of financial, tax, and legal professionals. This network includes Marianne Ludlow of Sundance Law Group, who founded the firm to help people develop legal plans that reflect their values and priorities. Ludlow attended Brigham Young University and graduated Cum Laude from George Mason University Law School. The firm aims to bring all pieces of a client’s financial life together into a clear strategy, ensuring they can retire with peace of mind.

BizScoreAI awarded Stonecreek Wealth Advisors a technical score of 92 out of 100, ensuring the website is secure and readable for search engines. The firm also received a Schema and Structure score of 75 out of 100, which helps AI assistants and search engines understand the business offerings clearly.