How I Started A $400K/Month Financial Advisor Firm
Note: This business is no longer running. It was started in 2008 and ended in 2023. Reason for closure: Acquired.
Hello! Who are you and what business did you start?
My name is Robert Harwood, and I started Harwood Financial Group in 2008. We are a registered investment advisor that has grown rapidly over the last decade.
Today, we manage over $500 million of our clients’ money and serve our clients across four offices in the Tampa Bay area. We help our clients prepare for retirement, estate planning, lower their taxes, and more. We listen to our clients’ needs and help them make well-informed decisions with their finances. We have a lot of experience in the financial field and have a lot of resources. Despite our size, the growth has not slowed, and I recently brought on new partners to help expand the business even further.
What's your backstory and how did you come up with the idea?
I have a degree in engineering and...
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Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
