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Mike Macfarlane

Founding Partner
Wealth Management Advisor

CASL®, CLU®, ChFC®

LinkedIn  //  Email Mike  //  801-362-8161

Get to know Mike

With over two decades of experience in financial planning, Mike Macfarlane is dedicated to helping clients achieve a balanced approach to financial planning and wealth management. A graduate of Utah Valley University, where he earned his degree in Philosophy and History with Summa Cum Laude honors, Mike brings a thoughtful, reasoned approach to financial advising. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), he is well-equipped to provide comprehensive guidance.

What sets Mike apart is his commitment to prioritizing the best outcomes for his clients. He finds true satisfaction in helping others make financial decisions that align with their values and enhance their happiness.

His pragmatic approach to investing focuses on logic, reason, and proven principles with a strong historical foundation.

Outside of work, Mike is a devoted father to his three children, Serena, Aidan, and Sean. He enjoys mountain biking, snowboarding, reading, and exploring history and geopolitics. A bit of a golf enthusiast, he balances his time between his passions and helping clients build a brighter, more fulfilling future.

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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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I’ve been with Mike and his team for over a decade now. He’s been a great person to talk with about my financial goals and helping me reach them. He always comes to our meetings and conversations with insights, ideas and approaches that make sense and are relevant. I’ve recommended Mike to several family members and friends and I would recommend him to anyone else looking for a team to help you with financial goals, investments and simply protecting your family and hard-earned assets.

Lance GarvinClients Since 2009
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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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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

The statements above are testimonials by a client of the financial professional as of 06/11/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

From Mike’s Blog

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Tyler Jenvit Vongsawad CA Insurance License#: 0E78493
William Frederick Beck CA Insurance License#: 0F69468
Michael Sean Macfarlane CA Insurance License#: 0E08980
Sam Rosen CA Insurance License#: 0K40187
Ryan Ericksen CA Insurance License#: 0K29113
David Carruth CA Insurance License#: 0E99496
Rob Dowdle CA Insurance License#: 0H05304

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.