a history of excellence success for your future
our bank advisory mission
Our dynamic model and personal approach set us apart. Our competitive difference is the way we build and sustain our relationships providing uncommon support through the life of the project.
MINTS, our secure, proprietary client portal, provides our clients access to plan documents, customized reporting, and the thorough analysis needed to properly administer our non-qualified benefit plan programs.
Our comprehensive and future-focused succession planning services help you identify and develop future talent opportunities that ensure protection for decades to come.
When it comes to commitment and service, Newcleus is #1!
engage with our seasoned experts
With multiple years in the financial industry, our bank advisors have the expertise and vision to develop, implement, and administer plans designed specifically for your organization with income generation and top-level employee retention in mind.
Because of our depth of expertise and breadth of services, we’re able to bring our clients outstanding customized solutions.
join us to power your career
With product offerings and advising services that are second to none in the industry, consider Newcleus for long-term career success. Check out our current opportunities.
knowledge center
Leading with Diversity, Inclusion, and Equity in your Credit Union
The topic of diversity, equity, and inclusion is continuing to gain momentum in all industries. As we look towards the […]
What Every Credit Union Board Member Needs to Know
At Newcleus CU Advisors, we have come into contact with plenty of credit union board members, CEOs, and CFOs. In […]
Get to Know Mike Downey- Senior Managing Director at Newcleus CU Advisors
Mike Downey, one of our Senior Managing Directors at Newcleus CU Advisors is remarkable at what he does for our […]