Michael Peters

Principal Financial Advisor at CAPTRUST

📍 Bethlehem, Pennsylvania, United States

Michael Peters is a Managing Principal and Financial Advisor at CAPTRUST in Bethlehem, PA. He specializes in comprehensive wealth management and financial planning for high-net-worth individuals, families, and institutions. A graduate of DeSales University, he holds both Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.

Outside of his professional life, Michael is dedicated to a client-focused approach that allows them to focus on family, business, and other higher pursuits. He is committed to helping grow and preserve wealth on a multi-generational level, simplifying his clients financial lives.

He was recently recognized on AdvisorHubs 2024 "RIAs to Watch" list, ranking at #33 among 200 top advisors nationwide.

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Current Role

Principal Financial Advisor

Location

Bethlehem, Pennsylvania, United States

Personality Overview

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Priorities

Topics Michael cares about

Wealth Management

Provides comprehensive wealth management and financial planning for high-net-worth individuals, families, and institutions.

Financial Planning

As a CERTIFIED FINANCIAL PLANNER™, he focuses on simplifying clients' financial lives and perpetuating their legacies.

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Career

Work history

Principal Financial Advisor

CAPTRUST

In the press

Media appearances

Michael J. Peters | Wealth Advisor Bethlehem PA. Featured in CAPTRUST – About Us

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Financial Planning for a Long Life. Featured in VESTED Magazine (CAPTRUST)

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Education

Michael has no verified education history

Social presence

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Michael Peters

Topics Michael cares about

Work history

Media appearances

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