a history of excellence in the credit union industry

At Newcleus Credit Union Advisors, our dynamic model and personal approach set us apart from the competition. The true Newcleus difference can be found in the way we build—and sustain—client relationships by providing uncommon support throughout the life of your plan.

Whether you are a Board Member, CEO, CFO, or HR Representative, our team of top-level credit union advisors understand your needs and are diligent in supporting your organization’s goals through cutting-edge strategy development, product selection, and long-term plan service.

We feature an industry-leading proprietary client portal, MINTS, that provides our clients access to comprehensive information and the customized reporting and analysis needed to properly administer CUOLI and Non-qualified benefit plan programs.

When it comes to commitment and service, no other credit union advising firm comes close.