ProCourse Fiduciary Advisors specializes in advising over 401(k), 403(b), and other corporate retirement plans.

 

Our firm exists to make a difference: in our community, with our clients and ultimately their employees. At the end of the day, we want to improve the financial health of those we work with. 

 

We do this by managing retirement plans and financial wellbeing programs: working with employers to make strategic decisions that can actually move the needle and improve financial outcomes.

 

The Skinny:

• Always acting in the best interest of your employees, we take on fiduciary responsibility with every client

• Fee-only fiduciary advisors

• Operating as an independent RIA, we do not accept commissions or have conflicts of interest. Our sole focus is to represent the best interests of our clients’ retirement plans—the plan participants and beneficiaries.

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Let us help you make a difference for your employees and your bottom line.

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An MJ Company

In June of 2021, ProCourse merged with MJ Insurance. We believe the marketplace will begin moving away from a siloed approach toward employee benefits, retirement and compensation management and will evolve to an integrated total rewards philosophy. The merging of our firms allows us to uniquely address total rewards consulting via an integrated approach to data analytics that to this point has not been effectively introduced to employers and their associates.