Mike Molewski is a wealth management financial advisor based in Allentown, PA.
A principal who joined CAPTRUST in 2015, Mike is a financial advisor who works with ultra-high-net-worth families, business owners, executives, entrepreneurs, and family offices.
He guides clients in developing missions and visions to build their family wealth, mitigate risk, and perpetuate their legacies across generations. Mike has extensive experience working with families of considerable wealth, providing them with bespoke strategies to navigate the complexities of their assets.
He also works with endowments and foundations, helping them manage and grow their assets to support their charitable missions.
Mike is part of the CAPTRUST Family Office Services team, a group of advisors within the firm who specialize in the areas of multigenerational business and estate preservation, comprehensive wealth planning, sophisticated investor advisory, and advanced life insurance strategies.
He’s a longstanding member of M Financial Group, recently serving on its board and as chair of its Wealth Services Advisory committee. He contributes his professional skillset as a member of the board of directors of American Bank, where he chairs the Asset Liability committee and is a member of other committees. He is also a board member of the Pennsylvania Society.
Mike is a dedicated community leader who has significantly contributed to extending opportunities and enriching lives across the Lehigh Valley. Together with his wife, Diane, he supports numerous local organizations, particularly those focused on the education and welfare of children and young adults. He is a member of the United Way of the Greater Lehigh Valley Tocqueville Society and has been selected as campaign chair for 2025. He serves on the board of governors for Valley Youth House. He is also former chair of the Northampton Community College Foundation Board and honorary chair of its largest fundraising event.
For more than 20 years, Mike has served on the board of directors for his alma mater, King’s College, where he is also a member of the Audit and Institutional Advancement committees.
Mike graduated from King’s College in 1984 with a double major in economics and psychology and pursued graduate studies in taxation at the McGowan School of Business.
He and his wife live in Bethlehem, Pennsylvania, and have a home in Key Largo, Florida. They have three children and three grandchildren. They enjoy playing golf, collecting wine, and traveling.
CA Insurance License #0826974
Education
- Bachelor of Arts in economics and psychology from King’s College
- Completed graduate work in taxation at the McGowan School of Business
Industry Designations
- Chartered Financial Consultant®
Memberships
- Board of Directors of American Bank
- Chairman of the Asset Liability Committee for the American Bank Board of Directors
- Audit, Technology, Nominating, Loan and Compensation Committees for the American Bank Board of Directors
- Board of Directors of King’s College
- Audit and Institutional Advancement Committees of King’s College
- Board of Directors of Northampton Community College Foundation
- Former Chairman of Northampton Community College Foundation
- Co-Chairman of the Lehigh Valley Food and Wine Festival to benefit Northampton Community College Foundation
- Former Co-Chairman of the Greater Lehigh Valley United Way Tocqueville Society
- Valley Youth House Board Member and Chairman of the Compensation Committee
- Former Member of the Board of Directors of M Financial Group
Awards & Recognition
- 2024 ICON Honors Award, Lehigh Valley Business Journal
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.