LPL Financial announced that financial advisors Will Beck, CFP, Mike Macfarlane, CASL, CLU, ChFC, Tyler Vongsawad, CLU, ChFC, CASL, CFP, MSFS, and Sam Rosen, CFP, have joined LPL Financial’s broker-dealer, RIA, and custodial platforms to launch a new independent practice, Happier Wealth. They reported having served about $250 million in advisory, brokerage, and retirement plan assets and joining LPL from Northwestern Mutual.
Based in Pleasant Grove, Utah, the Happier Wealth team has over 70 years of collective experience in financial services. Macfarlane mentored Beck and Vongsawad as college interns and have remained close friends throughout their careers. As the three founding partners of Happier Wealth, the advisors want to build a collaborative environment where they can live out their mission of helping clients live happier, more fulfilled lives.
The Happier Wealth team offers comprehensive financial planning services, including investment management, tax planning, retirement planning and estate planning. And the advisors work to understand each client’s unique needs and provide advice tailored to those goals.
KEY QUOTES:
“At Happier Wealth, we believe that true wealth isn’t just about numbers — it’s about living a life that brings you joy, fulfillment and confidence. The advice we provide isn’t just about making the most money, but about living the best life.”
“Our strategic partnership with LPL Financial is underpinned by a shared commitment to prioritizing the client. We value the autonomy and control over our business and appreciate that LPL does not offer proprietary investment products. Additionally, LPL’s comprehensive technology platform reduces administrative burdens and helps us focus on taking care of clients. The ability to open an account in less than 10 minutes is a game-changer for us. We have so many ideas for how we can expand and grow, and we look forward to taking our practice to the next level.”
— Will Beck, a survivor of the Columbine High School massacre who learned early on to appreciate the things that matter most
“We welcome Will, Mike, Tyler, Sam and the entire Happier Wealth team to LPL, where we’ll continue to invest in new capabilities and solutions designed to help advisors grow their businesses, personalize their practices and deliver differentiated service experiences to their clients. We look forward to supporting Happier Wealth as they evolve their business and make a positive impact on the lives of their clients.”
– Scott Posner, LPL Executive Vice President, Business Development
