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      Stonecreek Wealth Advisors, Inc.

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      Investments, Financial Planning Consultants, Financial Services

      11576 S. State Street, Bldg. 1002,, Draper, UT 84020

      801-545-0696

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      DETAILS
      General Info
      Stonecreek Wealth Advisors is an independent, fee-only, Registered Investment Advisor firm providing 401k consulting for small businesses and investment advisory services for professional athletes and select individuals. Our mission is simple: To create successful retirement experiences. Thats why we created The Stonecreek Retirement Plan Solution. Its a comprehensive, evolutionary six-step process thats built around three principles: Simplicity, Focus, and Balance. Simplicity- We do the work for you. Focus- Results, we manage the provider. Balance- Minimizing costs, creating exceptional value. Stonecreek is a fiduciary. The SEC describes a fiduciary like this. A fiduciary has an affirmative obligation to put clients interests above his or her own. As a result, a fiduciary acts in the best interests of the client, even if it means putting a clients interest above his own. A fiduciary standard is an affirmative obligation of loyalty and care that continues through the life of the relationship between the adviser and the client, and it controls all aspects of their relationship. The clients best interest comes first and it is the only interest that matters. Not all financial professionals are bound by fiduciary duty. For example, broker-dealers typically are not. Broker-dealers instead must meet a lower standard suitability. The suitability standard allows brokers to pursue their own interests without disclosing those interests. Compared to fiduciary duty, suitability is a lower bar. Because not all financial professionals are bound by fiduciary duty you need an independent fee-only Registered investment advisor firm. As an independent, fee-only, Registered Investment Advisor firm we earn no commissions. We derive income from annual management fees. The management fees are usually a percentage of the assets a client has invested. With this compensation arrangement, you know that we are available to help you address a myriad of issues in your financial life, not simply those that could lead to a commission.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Investments, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management
      Services/Products
      Investment Management
      Associations
      Mark K. Lund is known as The 401k Advisor, The Investor Coach, and author of The Effective Investor. He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, Univision Online, Newsmax.com, Lovetoknow.com. Mark publishes two newsletters called, The Mark Lund Growth Report and Mark Lund on Money. Mark regularly provides CE (continuing education) courses for CPAs. You may also have seen him on KUTV channel 2, or as a guest speaker at a local association or business. Marks focus is to create successful retirement plan experiences for plan sponsors and their participants. In Marks spare time he enjoys riding his dirt bike, playing with his kids, fishing, reading, writing, and going on walks with his best friend, his wife.
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      Investment Management

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