Stonecreek Wealth Advisors, Inc.

Stonecreek Wealth Advisors, Inc. is a Financial Planner in Millcreek, UT. The firm serves pre-retirees and families across South Jordan, Draper, Riverton, Herriman, and the greater Salt Lake area. As a fee-only fiduciary Registered Investment Advisor, it provides tax-efficient investment management and retirement planning. The advisor uses a structured approach called The Prosperity Formula to align wealth with client goals, offering evidence-based strategies for those who have inherited money, rolled over old 401ks, or seek clarity on their financial future. The firm holds a 5.00 rating from customers.

Founded by Mark K. Lund, who has practiced in the field for over 25 years, the firm emphasizes that client vision is the sole priority. Lund published the book The Effective Investor in 2010 and has been quoted in The Wall Street Journal, The Salt Lake Tribune, US News & World Report, and Newsmax.com. The firm coordinates with a network of tax and legal professionals, including Marianne Ludlow of Sundance Law Group, to address estate planning and legal issues alongside financial strategy.

Stonecreek Wealth Advisors distinguishes itself by rejecting commission-based compensation. The firm’s sole income comes from client fees, which may be based on assets under management or flat hourly consulting rates. This structure ensures advice is not influenced by product sales, revenue-sharing, or corporate sales quotas. The approach integrates personal financial planning, tax reduction, risk management, and retirement income planning into a single coordinated plan. The firm targets individuals who feel like just another account number at larger firms and desire a relationship with a professional who returns calls and provides objective guidance.

The firm’s standing is defined by its fiduciary duty and its fee-only model, which aligns the advisor’s success with the client’s portfolio growth. It is known for providing personalized, unbiased advice to Utah families seeking to avoid costly mistakes and secure a confident retirement.

Stonecreek Wealth Advisors brings disciplined, personalized wealth management to Utah families, helping them retire with confidence and peace of mind.

The firm is situated on S Jordan Gateway, approximately 0.1 miles from the White Tree Medical Drug and Alcohol Addiction Treatment Clinic and the South Jordan train station. It is also near South Jordan Parkway and Veterans Memorial Highway, both about 0.2 miles away, and sits roughly 0.3 miles from Gateway Park.

BizScoreAI awarded the business a Technical score of 96 out of 100, ensuring the website is secure and easily readable by search engines. The Schema and Structure score of 75 out of 100 provides clear data that helps AI assistants and search engines understand the services offered. The firm ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Millcreek.