Michael Pappis, CFP®, EA Amity Financial Planning

About Michael Pappis, CFP®, EA

Hello! I began my financial planning career serving high net worth individuals and families at a large, prestigious wealth management firm in Pittsburgh for over five years. Throughout my time at this firm, I created hundreds of comprehensive financial plans for a client base of mostly high net worth pre-retirees and retirees. However, I began to develop my own notions of how to deliver financial advice.

It was important for me to be a fee-only financial planner who could not only continue to help these pre-retirees and retirees with their complex financial lives, but also help young and mid-career individuals and families in their 20s, 30s and 40s organize and gain clarity around their financial lives. Today, many traditional financial planning firms have high investment minimums or pricing models that aren’t a good fit for people who don’t have $500,000 or more in investable assets.

Therefore, I founded Amity Financial Planning to provide fee-only comprehensive financial planning and investment advice to individuals and couples for a transparent flat fee based on the complexity of your situation. I took it a step further and also became advice-only, where I do not manage investment portfolios and therefore do not charge a percentage of your assets under management for my services.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to the highest standards of excellence and professionalism in the industry.

I am an IRS Enrolled Agent, which is the highest credential the IRS awards.

I am also a NAPFA-Registered Financial Advisor, where I am a part of the country’s leading professional association of comprehensive fee-only financial planners who are highly trained and committed to working in the best interest of those they serve.

When I do not have my financial planning hat on, I enjoy spending time with my family and friends. Coming from a Greek family, it shouldn’t be a surprise that I am a foodie and enjoy trying out new restaurants in and around the city. I also enjoy staying active by playing tennis and going for a run (mostly walk) on the handful of sunny days a year in Pittsburgh.

If you have been looking for a fee-only, advice-only financial planner who can provide solutions for your complex financial needs without handing over all of your assets, do not hesitate to set up a free discovery call with me. I look forward to meeting you!

Contact this advisor

Ideal Clients

  • Dual Income Family
  • Gen X
  • Mid-Career Professionals
  • Tax Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly

Fee Options

  • Flat Fee: $300+/engagement
  • Hourly Fee: $250+/hr

SEC Records

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