Connect your money with meaning

Work with a wealth advisor that gets it. You only have this one life, and, at this stage, you have more money than time. You need an optimized wealth strategy that honors your priorities, your purpose, and your values.

15 minute complimentary consultation
Wealth Squared • An EverSource Wealth Advisors Team
Rachel McDonough | Founder

Rachel McDonough is a faith-based, Certified Financial Planner™ and a Certified Kingdom Advisor® with over 20 years of experience in empowering values-driven investors to pursue a double bottom line of financial returns and positive social impact.

It is estimated that Christians manage 150 trillion dollars, more than half the world’s wealth. What if we use it to live out our purpose, improve the lives of our families, and make the world a better place?

What if, not just your giving, but your
investing could have a positive impact too?

We help you align your financial planning and investments with your values to pursue optimized financial returns and positive impact.

Love your

We have received a high calling to love our neighbors. Often money is invested in ways that don't fulfill that calling, deriving profit from harmful activities like abortion, slave labor, or addictive substances. But our carefully curated strategies allow investors like you to avoid compromise. You don’t have to prioritize profits over people.

Seek Financial

Rachel has been awarded a "Five-Star Wealth Manager" title eight times since 2013.

Our unique, values-aligned process also pays close attention to risk, returns, fees, and portfolio optimization. Many studies have demonstrated that paying attention to non-financial factors, such as ethical considerations, corporate governance and environments practices, can actually help improve long-term performance.

Real Impact

When we align love of even the neighbors we don't see with our desire for robust financial returns, we store up impact that enriches our lives, and the lives of those our money affects.

15 minute complimentary consultation

Start your values aligned financial journey today

scheDule a call
15 minute complimentary consultation

How it works

Schedule a call
or virtual meeting

We would love to sit down with you and discuss about your values, priorities and goals.

We make
a plan together

We provide three levels of financial planning that are tailored to your needs. The recommendations are focused on directing your resources toward each of your current priorities. It feels great to know where your money is going and why!

Implement your

After we create your plan, we can also help you and execute and monitor your comprehensive wealth strategy with investment solutions you can feel good about.

The True
Treasure Book

A great read before your financial plan

Manage your money with confidence and make a difference.

DowNload PDF
Physical copies available on request.