Michael Peters is a wealth management financial advisor based in Bethlehem, PA.

Mike joined CAPTRUST in 2019 as a principal, financial advisor, resulting from the firm’s partnership with McQueen, Ball & Associates in 2019. Today, Mike serves as managing principal and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.

He’s dedicated to providing a holistic, client service-focused approach that simplifies his clients’ financial lives, perpetuating their legacies, and mitigating risk.

Foundational to this mission is helping grow and preserve wealth on a multi-generational level–allowing clients to focus their time on family, business, and other higher pursuits.

Prior to joining CAPTRUST, Mike served as shareholder and director of financial planning at McQueen, Ball & Associates, where he led the multi-family office services team providing trust and estate management, tax and comprehensive financial planning for corporate executives, business owners, and high-net worth families and foundations.

He is a certified public accountant and holds the CERTIFIED FINANCIAL PLANNER™ designation.