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 calling, and your King.

SCHEDULE A CALL
15 minute complimentary consultation
Wealth Squared • An EverSource Wealth Advisors Team
Rachel McDonough

Rachel McDonough is a faith-based, Certified Financial Planner™ and a Certified Kingdom Advisor® with over 18 years of experience in empowering faith-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 could use it to pull down the culture of heaven into the earth?

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
Neighbor

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
Returns

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.

Achieve
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.

SCHEDULE A CALL
15 minute complimentary consultation
Faith-Driven
Investing

Start your values aligned financial journey today

scheDule a call
15 minute complimentary consultation
START YOUR VALUES-ALIGNED FINANCIAL JOURNEY TODAY

How it works?

1
Schedule a call
or virtual meeting

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

2
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!

3
Implement your
strategy

After we create your plan, we can also help you and to align 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.