# Prospect Financial Group

Prospect Financial Group is a Bank / Wealth / Trust based in Arlington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Arlington, United States
- **Region:** North America
- **Address:** Arlington, VA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.prospect-group.com
- **LinkedIn:** https://www.linkedin.com/company/prospect-financial-group-llc

## Regulatory record

- **CRD number:** 133953
- **SEC file number:** 801-123732
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133953

## About

Prospect Financial Group LLC is a financial services firm providing comprehensive investment management and financial planning to clients in and outside of the Washington, D.C. area. It provides fee-only, fiduciary advice, detailed analysis, and research-driven strategies. The firm manages custom investment portfolios that span across several accounts rather than forcing accounts into model portfolios, and looks at each client's entire financial picture.

## People

- Jill Curran — President and Owner

## Questions

### Who runs investment decisions at Prospect Financial Group?

Jill Curran, the firm's president and owner, is responsible for both financial planning and investment management. She holds an engineering degree from Princeton and an MBA from Stanford, plus a certificate in financial planning from Georgetown. The firm's website presents Curran as the sole principal guiding portfolio construction and client strategy.

### Does Prospect Financial Group use model portfolios?

No. The firm explicitly avoids model portfolios, managing custom allocations instead. Curran builds top-down portfolios that span multiple accounts per client — including 401(k)s held at outside custodians — so the investment strategy reflects a household's total financial picture rather than isolated accounts.

### How is the firm compensated?

Prospect Financial Group operates on a fee-only basis. It does not sell insurance, receive commissions, or market any financial products. The firm states directly on its contact page that it does not offer loans or product sales, reinforcing its fiduciary, advice-only business model.

### Which client types does the firm serve?

The firm works with clients inside and outside the Washington, D.C. metropolitan area on a virtual basis. Its marketing language targets individuals and families with complex financial situations, existing nest eggs, and a desire for integrated planning and investment management rather than one-off product solutions.

## Related profiles

- [Prosnav Capital](https://altss.com/profile/prosnav-capital)
- [Prospect Hill Growth Partners](https://altss.com/profile/prospect-hill-growth-partners)

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Last updated: 2026-08-11T15:07:49.000Z

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