Our mission at Portland Financial Planning Group is to help you achieve the peace of mind that accompanies financial security. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.
Our Maine-based firm has provided comprehensive, fee-only financial planning services to professionals, retirees, and their families since 1998. PFPG offers objective, personalized advice on goal-setting; cash flow and debt management; tax planning; asset allocation and investments; education planning; risk management; retirement planning; and estate planning.
PFPG is committed to the highest ethical and educational standards in the financial advisory profession. We subscribe to the fiduciary oath of the National Association of Personal Financial Advisors and to the Certified Financial Planner® code of ethics, which protect client confidentiality and insist that your interests come first. We pursue an extensive program of continuing education to ensure that you receive the best advice. PFPG makes no product sales and receives no commissions. As an independent firm, we are able to recommend investments and make professional referrals based solely on the best interests of our clients.
Our What We Do section addresses basic questions about fee-only financial planning and our fees and services. If you would like to find out more about PFPG,
please send us an e-mail or call (207) 771-8821. PFPG offers an introductory meeting at no charge to discuss your financial planning needs.
Thomas S. Rogers, CFP® Brian L. Dietz, CFP®, CFA
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Please refer to the Disclosures
page for important regulatory information and documents.