PDX Financial Planning Group

Our Story

Portland Financial Planning Group is a Maine-based firm dedicated to helping professionals, retirees, and their families achieve the peace of mind that accompanies financial security. Our mission is to provide comprehensive, fee-only financial planning services that address the unique elements of each client's financial circumstances. We take pride in our collaborative approach, built on trust and respect, to craft practical solutions tailored to our clients' needs.

What We Do

At Portland Financial Planning Group, we offer a wide range of services designed to help our clients achieve their financial goals. Our objective, personalized advice covers goal-setting, cash flow and debt management, tax planning, asset allocation and investments, education planning, risk management, retirement planning, and estate planning. We are committed to the highest ethical and educational standards in the financial advisory profession, subscribing to the fiduciary oath of the National Association of Personal Financial Advisors and the Certified Financial Planner code of ethics.

Our Expertise

Our team of experienced professionals, led by Principal Brian L. Dietz, CFP, CFA, has provided exceptional financial planning services since 1998. Brian's specialties include investments and retirement planning, and he is a sought-after expert quoted in Bloomberg News, Investment News, and the Portland Press Herald. Our Director of Client Services, Yulia Converse, works closely with Brian to support and enhance client relationships.

Our Philosophy

We believe that financial planning is not just about money; it's about achieving your goals and securing your financial future. We take a holistic approach to financial planning, considering your unique circumstances, goals, and values to craft personalized solutions that work best for you. Our independence and fee-only compensation structure ensure that our recommendations are always in your best interests.

How We Work

We understand that every client is unique, and we believe that our comprehensive, fee-only financial planning approach is the best way to serve our clients. We take the time to understand your financial situation, goals, and objectives, and develop a customized plan tailored to your needs. We work collaboratively with you, providing ongoing support and guidance to help you stay on track and achieve your financial goals.