Rachel McDonough
Certified Financial Planner CFP · Certified Kingdom Advisor CKA · Retirement Income Certified Professional RICP
Virtual
In-Person
Specialties
About Me
Wealth Squared exists to serve, guide, and care for our clients as they seek God's plan for their lives.
We are an experienced and highly relational team with a focus on Faith-Driven Investing, private markets impact investing, family harmony, and generosity. We serve values-aligned individuals and families who are accredited investors that want to intentionally direct resources according to their priorities and values. As a virtual advisory practice, you can expect a technology-facilitated experience with a personal touch. Our processes can help you feel connected and supported, wherever you are.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
Certified Financial Planner CFP, Certified Kingdom Advisor CKA, Retirement Income Certified Professional RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
EverSource Wealth Advisors, LLC, a Registered Investment Advisor, doing business as Wealth Squared. The EverSource Wealth Advisors, LLC customer relationship summary, known as Form CRS, which can be viewed at this url: https://eversourcewa.app.box.com/s/iwnvz5feztu2iufjm4hl6ert3ae8xgf7 We encourage you to review this disclosure and ask us questions about the information you find there.