PORTLAND FINANCIAL PLANNING GROUP

Overview

Portland Financial Planning Group is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small institutions. The firm operates largely on a non-discretionary model, delivering advice and implementation guidance while leaving most trading authority with clients. Its fee menu emphasizes hourly and fixed fees rather than asset-based ongoing fees, which aligns with a planning-first approach. Investment preferences skew toward public funds and pooled products as the primary vehicle for client allocations. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser. While Portland Financial Planning Group is not positioned as a capital allocator, it uses third-party managers for select alternative exposures and integrates annuity strategies where appropriate for income and risk-transfer objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices