As faith-driven advisors, it's time to pursue profit while seeking to have a positive impact on people.
Investment advice provided separately through Wealth Squared, an EverSource Wealth Advisors team.
Learn how to serve clients well by Getting Started or going deeper on your Faith Based Investing Journey
who are looking to advise their clients in a biblically-responsible way that honors God, and the investors they serve.
But the truth as an advisor is that it's not. Often times we're investing money the "way it's always been invested". Our clients have relationships, hopes and dreams tied to money. Many times these are good things. But the best thing is for us to advise our clients in a way that honors these hopes and dreams while helping them deploy their capital in a God-honoring way.
It's not easy...but it's worth it. I founded Wealthfluence to help you take action and advise your clients like a faithful servant.
LRachel McDonough, founder of WealthFluence,
is an investment advisor representative with EverSource Wealth Advisors, LLC (“EverSource”) and does not provide investment advice other than as an EverSource investment advisor.
Her consulting work through WealthFluence is not undertaken or performed in her capacity as an EverSource advisor. Opinions, recommendations, commentary, analysis, and reports which Rachel provides as a consultant doing business as WealthFluence are her own, are provided in her individual capacity, are not reviewed or approved by EverSource, and do not represent the views of EverSource or any related entity or person.