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I’m a CPA with a PhD in accounting. When I say that everyone needs a good fee-based wealth and retirement management advisor, I mean *everyone.* Tyler’s skill as an investment manager and financial consultant is absolutely invaluable to me and my spouse. With careful listening, he is advising us on how to best live and work with our plan. Tyler has my highest recommendation!
Monte SwainClient Since 2024
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We came to Tyler requesting help with financial planning due to our recent marriage and the blending of our families and resources. We have appreciated Tyler’s willingness to educate us regarding investments. He has even helped us address more complicated questions such as estate planning when a spouse has been previously widowed. His help has been invaluable. We are grateful for Tyler’s professionalism and expertise as well as his friendship.
Jeff and Betsy BarrowClients Since 2016
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I don’t make any major financial decisions without consulting Mike Macfarlane, and it has been that way since 2007. In fact, I don’t make any major life decisions without consulting Mike. Over the past couple of decades, Mike has become a trusted partner in all facets of my life and a close friend. His transition to the “Happier Wealth” brand could not be more aligned with the values he has consistently demonstrated year after year, decision after decision. Mike’s approach is shared by his business partners and expanded team, whom I have also come to know closely over many years. I cannot recommend Happier Wealth more highly; it is the financial advisory team you have been looking for.
Michael JandaClient Since 2007
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We have loved counseling with Tyler on financial matters for nearly 20 years. He has always been responsive, knowledgeable, proactive, and balanced, providing sound advice as we have navigated both opportunities and challenges. He is great to work with, and his focus is always on understanding and helping us achieve our life goals.
Todd and Julie ThompsonClients Since 2005
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I have worked with Tyler as my financial professional for almost 20 years. Tyler is very knowledgeable and professional. I especially find Tyler to be responsive to my needs as an investor and a business owner. He has an easy and energetic personality which is great when one of my employees has needed assistance with 401k issues or questions. I continue to work closely with Tyler and happily recommend him to others.
Burk Adams PE, MBAClient Since 2005
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I have had the pleasure of working with Mike for many years, initially getting to know him as a trusted advisor in my role as a CPA, MAcc. When my clients needed financial planning assistance, I never hesitated to refer them to Mike, confident that they would receive exceptional care and guidance. Over time, Mike has also become my personal financial advisor, and I am grateful for his thoughtful approach to both identifying my current risk areas and planning for a comfortable retirement. His expertise and dedication have been invaluable.
Brynn SeamonsCPA, Owner Dream Catcher Accounting
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We have been working with Tyler since 2018. We appreciate his balance in both trying to have future financial stability and live life at the same time. After spending time getting to know us and understanding our goals Tyler helped us create a manageable plan to build our wealth and at the same time allowed us the flexibility to enjoy the journey along the way. As a self employed physician I have benefited from Tyler's expertise in managing both traditional and less then traditional corporate structures, options and strategies. We never have a hard time connecting with him when needed and are grateful for the time he takes not only to make a suggestion but to educate us on what options exist and which would be best for us. Finally, he’s just a good guy to work with.
Dr. Eric and Andrea CannonClients Since 2018
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As I became a widow before retirement age, I was apprehensive, inexperienced and skeptical about financial advisors. I interviewed several people at various firms, and have been pleased with my decision to become part of Tyler’s team for many years. I have found Tyler to be open, honest, patient, engaged, caring and responsive.
Leah C.Client Since 2019
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I used to be a licensed financial advisor. I know how many of these things work. But having another pair of eyes looking at my investments is important to me. I've trusted Tyler with our finances since 2017. He is kind, responsive, intelligent, and there to help. He's not a pushy advisor who tells me what to do. He advises, and my wife and I decide together. We plan on working with Tyler for many more years!
Bruce and Kimberly RoweClients Since 2017
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My husband and I have known Tyler Vongsawad for over two decades. He has been great to work with. He is knowledgeable in his field and always tries to do what is best for each client. He talks through several options and considers your goals and needs. He always responds to questions or requests promptly. He is friendly, outgoing, and thorough. We have the highest regard for him and his abilities. We have highly recommended him to family and friends. He is full of integrity and we trust him completely.
Deborah Gunnell WilcoxClient Since 2005
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I am an attorney licensed in Utah with most of our work in the field of Estate Planning and Probate. I’ve worked with dozens of financial planners over the years, and I can attest that Michael Macfarlane at Happier Wealth is easily one of the best. We have many mutual clients, and Michael’s professionalism and commitment to doing what’s best for his clients is second to none. He and his staff are detail oriented and always on top of things. He has also helped me with my own personal planning needs. He truly is a pleasure to work with.
David GustinLawyer/Owner of Gustin Law