Fiduciary · Independent · Nationwide
Integrated Wealth Management, Planning & Retirement.
Element Squared brings your investments, financial plan, and retirement accounts together under one roof — one team, one strategy, every decision working in concert instead of in conflict.
Fiduciary duty — every recommendation in your best interest.
What changes when everything works together.
Most firms manage your investments and stop there. But your portfolio, your old retirement accounts, and your financial plan all influence each other — so we manage them as one strategy, with one team accountable for the whole picture.
Feel confident you're on the right path.
One firm, one strategy, one clear view of where your money stands.
Organize forgotten accounts
Accounts from previous employers scatter and underperform. We consolidate them into one strategy you can actually see and control.
Returns
Fees
Volatility
Compare returns honestly
We evaluate the returns, volatility, and fees of your current portfolio against the alternatives — and show you the comparison, not just the conclusion.
Experts in your corner
Whatever financial question you're facing, an advisor who's seen it before is a phone call away. Retirement planning is a free service for our investment clients.
A clear process, start to finish.
01
Tell us where you stand
Three minutes on your goals, your accounts, and what you want to solve.
02
We run the comparison
Returns, volatility, and fees of your current portfolio versus your real alternatives.
03
Decide with clarity
A straight recommendation — adjust, consolidate, or stay exactly where you are.
Fiduciary. Independent. Proven.
As a fiduciary registered investment advisor, every recommendation we make is required to be in your best interest.
$230M+
Assets under management
50+
Years of combined experience
50
States served nationwide
Questions we hear often.
Do I have to roll over my 401(k) if I talk to you?+
No. Sometimes staying put is the right answer — some workplace plans have institutional funds or pricing worth keeping. We run the comparison and tell you plainly either way. A review is not a commitment.
What does the review cost?+
Nothing. The review is free and carries no obligation. If we end up managing your portfolio, our advisory fee is disclosed clearly before you sign anything.
Are you a fiduciary?+
Yes. Element Squared is a registered investment advisor, which means we are held to a fiduciary standard — our recommendations must be in your best interest.
Where will my money actually be held?+
Client accounts are custodied at Fidelity, one of the largest custodians in the world. You keep their statements, security, and infrastructure — with our management on top.
I don't live in Minnesota. Can you work with me?+
Yes. We're headquartered in Minneapolis and serve clients nationwide, in all 50 states. Reviews and planning meetings happen over video or phone.
Still have questions? Read the full 401(k) rollover guide →
Ready to see the whole picture?
No cost, no obligation — a conversation about whether your money is working as hard as it should be.
Schedule a Conversation →