Values-driven financial decisions pave the way for happier outcomes.
We’re a team of wealth advisors dedicated to building long-term personal relationships, understand your unique needs, and create a customized approach that aligns with your values to enhance your happiness. We encourage you to invest in what matters most.
Together, we build your financial plan around what matters most to you.
At Happier Wealth, we work with individuals, families, and businesses to ensure their financial strategies reflect their deepest values.
01. Relationship
At Happier Wealth, we believe that understanding your values is the key to creating a financial plan that not only aligns with your goals but also enhances your overall happiness. We focus on getting to know what matters most to you, ensuring your financial strategy supports a fulfilling and joyful life.
02. Strategy
With our team of CERTIFIED FINANCIAL PLANNER® practitioners and Chartered Financial Consultants™, you gain access to experienced guidance that goes beyond merely boosting your net worth. We focus on developing a strategy that optimizes for your happiness and well-being, ensuring that your financial plan supports a richer, more fulfilling life.
03. Fulfillment
We believe that achieving true fulfillment comes from aligning your financial actions with your intentions. Our commitment goes beyond creating a plan; we’re with you every step of the way, providing guidance and support through your journey and along the ever evolving landscape of tax, legal, and economic conditions. This ensures that your financial plan allows you to enjoy meaningful happiness now while pursuing your dreams for the future.
Ready to create a plan that aligns with your goals?
Take the first step toward investing in what matters most. Begin your journey with us today!
Meet the Team
At Happier Wealth, our dedicated financial planners are passionate about more than just numbers—we’re passionate about people. We believe that true financial success is about aligning your wealth with what brings you joy and fulfillment. We are committed to building meaningful relationships with our clients, understanding their unique values, and crafting strategies that prioritize their happiness. With diverse expertise and a shared commitment to a client-first approach, we work collaboratively to help you achieve a financial future that truly reflects what matters most to you.
Mike Macfarlane
Founding Partner
CASL®, CLU®, ChFC®
Tyler Vongsawad
Founding Partner
CLU®, ChFC®, CASL®, CFP®, MSFS
Will Beck
Founding Partner
CFP®
Sam Rosen
Partner
CFP®, ChFC, RICP
Ryan Ericksen
Partner
CFP®
Rob Dowdle
Partner
CFP®, ChFC®, CLU®, RICP®
David Carruth
Wealth Management Advisor
RICP
Jenn Balderrama
Client Relationship Manager and Assistant to Ryan Ericksen
Taya Spencer
Client Relationship Manager
Crafting Financial Strategies That Reflect What Matters Most to You
Retirement Planning
Retirement is more than just an end—it’s a new beginning. At Happier Wealth, we help you plan not just for the day you leave work, but for a retirement that rewards your years of discipline and careful saving. Our comprehensive approach ensures your financial plan reflects your hard work and supports the life you envision, both now and in the future.
Investment Management
At Happier Wealth, we believe investing should reflect your unique life stage, comfort with market changes, and financial goals. We craft personalized strategies that evolve with you, whether you’re building wealth for retirement or already enjoying it. Our approach helps you navigate the market confidently, ensuring your investments support both your present well-being and future aspirations.
Tax Planning
Tax planning is key to keeping more of what you’ve earned and accumulated. At Happier Wealth we design strategies to reduce taxes now and others to save on taxes in the future. We can coordinate with your tax advisor to talk some cents into the numbers, then tailor your tax planning to align with your financial goals. Being a wise steward of your funds leads to greater peace of mind.
Estate Planning
Estate planning is about more than just transferring assets; it’s about taking care of the people you love and securing your legacy. At Happier Wealth, we work in conjunction with your attorney to create an estate plan that reflects your values and financial goals, ensuring your wishes are honored and your loved ones are protected. Be comforted knowing that you’ve planned for the unexpected.
Risk Management
We all hope for a long and healthy life, and it’s probable that you’ll have one. You may be concerned about protecting your income in the event of a death or disability, or you may wonder how your long-term care needs might affect your family. At Happier Wealth we can manage the financial impact of those risks so that you can focus on making meaningful memories with your loved ones today.
Cash Flow Planning
Effective cash flow planning goes beyond budgeting—it’s about ensuring your money supports your lifestyle and future goals. At Happier Wealth, we help you create a plan that reflects your priorities, balances your needs with your aspirations, and adapts as your life evolves. Our goal is to provide clarity and control over your finances, so you can focus on what truly matters.
