Portland Financial Planning Group LLC

Portland Financial Planning Group is a fee-only financial planning firm that has served professionals, retirees and their families since 1998. Its planning covers goal-setting, cash flow and debt management, tax planning, asset allocation and investments, education planning, risk management, retirement planning and estate planning. Brian L. Dietz, who signs the firm's correspondence as a CFP and CFA, leads the practice.

The firm makes no product sales and receives no commissions, so its investment recommendations and referrals are meant to serve clients alone. Clients pay for advice directly rather than through products. The firm follows the fiduciary oath of the National Association of Personal Financial Advisors and the CFP Board's code of ethics. The office is in Portland, Maine.