We provide detailed analysis, research-driven strategies, and comprehensive, fiduciary advice to help your money grow.
Customized in your best interest.
You have worked hard to build a nest egg and want to know that you will have financial security. But, financial markets and many aspects of your financial future are inherently uncertain. Not knowing what lies ahead can be very scary.
Prospect Financial Group can provide peace of mind by helping you navigate the uncertainty of life events and financial markets. Financial security does not come from trying to predict where the markets may be headed or hoping for an unexpected windfall. It comes from planning in advance and playing the odds in a smart way. With a background in engineering and business analytics, we believe that detailed analysis, strategies proven by research, and transparent reporting are the key to helping you stay on course and meet your financial goals.
Prospect Financial Group is a fiduciary and treats your hard-earned money with the care that it deserves. We know that your situation is complicated and unique. Rather than focusing on a single aspect of your financial situation or relying on simplistic rules of thumb, we look at your entire financial picture and welcome complex planning. We do not force fit each account into a model portfolio. Instead, we manage custom investment portfolios that span across several accounts, including 401(k)s or accounts not held at our custodian. This approach may be more difficult and time consuming for us, but it is in your best interest.
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. We are committed to the following principles:
- Providing fee-only, fiduciary advice.
- Focusing on your goals and financial security over short-term performance.
- Looking at your entire financial picture, not just one aspect or particular financial products.
- Managing custom portfolios, rather than accounts in isolation.
- Relying on detailed analysis and research.
- Being transparent.
- Being helpful and accessible.
We develop top-down, custom portfolios that span across several accounts, including 401(k)s.
We start by understanding your unique financial situation and analyzing your cash flows and goals in depth.
We evaluate the alternatives and help our clients select the best and most cost-effective solutions for their unique goals.