National Leader in Faith-Based Investing Transitions to EverSource
EverSource Wealth Advisors® is pleased to announce that Rachel McDonough, CFP®, CKA®, has joined the EverSource platform. She is transitioning her Wisconsin-based practice from Ameriprise Financial and launching her new brand, Wealth Squared. With more than 18 years’ experience in wealth management, McDonough is a nationally recognized leader in the faith-based investing movement.
August 9, 2021
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
A Birmingham-based RIA, EverSource has added six new advisors to its Total Support platform this year and now supports more than $1 billion in investment assets. EverSource was launched in 2017 to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with lasting impact. Advisors affiliated with the EverSource platform benefit from a wide range of investment opportunities for impact investing, values-based investing, and investments in other private assets.
As a Certified Financial Planner (CFP®) and Certified Kingdom Advisor (CKA®), McDonough is passionate about helping both investors and other financial advisors integrate Christian values into their investment and financial decisions. She is founder of Make Your Money Count, an initiative to help Christian investors advance biblical values and human flourishing. She is author of two books, True Treasure and Investing & Faith, and a regular contributor to the Faith Driven advisor blog and the MoneyWise podcast.
“I love showing investors and other financial advisors how they can pursue a ‘double bottom line’ of both financial returns and positive social returns from their portfolios,” McDonough explains. “I can already see how my practice will grow much faster with the support I will have through my partnership with EverSource."
Ed Hart, EverSource director of marketing and business development, said, “We’re thrilled to welcome Rachel to EverSource. Her work in the faith-based and values-based investing movement is a natural complement to EverSource’s platform. This move will enable her to amplify her message, particularly to advisors looking to help clients align their values and wealth.”
About EverSource Wealth Advisors
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. Currently supporting more than $1 billion in investment assets, EverSource offers a financial services platform with investment resources, back-office support, and technology for independent advisors.