Portland Financial Planning Group / Financial Advisor in Portland, Maine

Our mission at Portland Financial Planning Group is to help you achieve the peace of mind that accompanies financial security. We provide a coordinated approach to addressing each client’s financial circumstance. We promote practical solutions and financial well-being 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.


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