Michael Pappis, CFP®, EA Amity Financial Planning

About Michael Pappis, CFP®, EA

Hi there! 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 help individuals and families 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, in 2019 I founded Amity Financial Planning to provide fee-only holistic financial planning and investment advice to individuals and families. I took it a step further and also became advice-only, where I do not manage investments and therefore do not charge a percentage of your assets under management for my services. You simply pay a flat fee for the financial advice you need for your specific situation.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to the highest standards of excellence and professionalism in the industry. I am proud to be one of the approximately 5% of CFP® professionals under the age of 30 in the country.

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

  • Gen Y/Millennials
  • Mid-Career Professionals
  • Tax Planning
  • Technology Professionals

Ways Advisor Charges

  • Flat Fee
  • Hourly

Fee Options

  • Flat Fee: $4,500+/engagement
  • Hourly Fee: $250+/hr

SEC Records

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