Financial Advisors
Pleasant Grove, UT
Happier Wealth is a boutique financial advisory firm in Pleasant Grove specializing in values-driven wealth management for individuals, families, and businesses. Led by founding partners Mike Macfarlane, Tyler Vongsawad, and Will Beck—all CFP® certified professionals with additional credentials including ChFC®, CLU®, and CASL®—the firm takes a relationship-centered approach that goes beyond investment returns to align financial strategies with what matters most to clients. They offer comprehensive financial planning, investment management, retirement planning, and estate planning coordination, with a focus on creating customized plans that enhance overall happiness and life fulfillment.
Ideal for: Families seeking comprehensive financial planning, pre-retirees and retirees planning for fulfillment, business owners managing wealth strategically, couples blending finances, individuals wanting values-aligned investment guidance
Service area: Pleasant Grove, Utah and surrounding areas
CFP® Team with Deep Experience: Multiple founding and partner-level advisors hold CFP® (Certified Financial Planner) certifications, with several team members boasting 15-20+ year relationships with clients, demonstrating stability and trust.
Values-Aligned Financial Strategy: The firm's core philosophy centers on aligning wealth decisions with personal values and life goals rather than focusing solely on maximizing net worth, helping clients invest in what matters most to them.
Fee-Only Structure: Happier Wealth operates on a fee-based model with no commissions, eliminating conflicts of interest and ensuring advice is focused solely on client benefit.
Address: 2100 W Pleasant Grove Blvd Ste 330, Pleasant Grove, UT 84062
Phone: (801) 899-3747
Website: happierwealth.com
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