Michael Pappis (CFP®, EA)

Michael Pappis focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Generation X
  • Hourly
  • Investment Advice without Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

Hello! I am Michael Pappis and 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 young and mid-career professionals and families in their 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 holistic financial planning and investment advice to young and mid-career professionals and families in their 30s and 40s. 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 fixed fee for my financial services, that's it! 

As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to the highest standards of excellence and professionalism in the industry. I'm also an IRS Enrolled Agent, which is the highest credential the IRS awards.

Additional Information

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 are a young professional who has been looking for a financial planner who can guide you through your complex financial life, do not hesitate to set up a Discovery Call with me. I look forward to meeting you!

NAPFA Start Date

July 10, 2019

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This Office

Virtual Pittsburgh, PA 15237-3927 Phone: (412) 407-5255