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Prospect Financial Group LLC is a comprehensive financial services firm providing investment management, financial planning, and implementation support services.  We serve personal clients both in and outside of the Washington, DC area. 

 

As an independent, fee-based advisor, we are committed to recommending the best solution for each client after considering the entire financial picture.  Rather than specializing in specific financial products or managing accounts in isolation, we develop a comprehensive strategy for each financial goal and then execute every aspect of it from managing an investment portfolio to completing detailed paperwork.  Our investment portfolios are custom developed for each client and often include assets in employer-sponsored retirement plans (such as 401ks) or accounts not under our direct management.  Clients receive regular, consolidated reports that go far beyond simple returns and provide a transparent view of investment performance relative to risk-appropriate benchmarks. 

 

Customized advice and personalized service of this nature are typically provided by large firms to only their ultra-high net worth clients.  As a boutique firm, we provide these services to clients ranging from high net worth individuals in retirement to young professionals with high potential. 

 

Jill Edgar Curran, President and owner of the Prospect Financial Group LLC, works closely with clients to develop and implement customized and comprehensive financial solutions.  Jill holds an M.B.A. from the Stanford Graduate School of Business, a certificate in financial planning from the Georgetown University Center for Professional Development, and a B.S.E. from Princeton University.  Jill is a CERTIFIED FINANCIAL PLANNER™, CFP®, a member of the Financial Planning Association®, and a holder of the Series 65 license.

 

For more information, please browse through our web site or contact us.

 

 

 

 
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