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Independent Fiduciary Advisors

ProCourse focuses on working specifically with employers to manage and improve their organizations’ retirement plans.

We specialize in advising over 401(k), 403(b), and other institutional retirement plans.

Our goal is to make retirement plans more effective and align with your organization’s overall objectives. Our mission is to help your employees achieve a financially successful retirement.

  • We take on fiduciary responsibility with every client.
  • We are fee-only fiduciary advisors.
  • We do not accept individuals as new clients.
  • We are not affiliated with any other organization and do not accept commissions, referral payments or any other type of compensation other than that of which we bill our clients.



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