Financial Planning
What We Do
Investments
Successful Portfolios is an authorized independent advisor at Charles Schwab, TD Ameritrade, and Interactive Brokers.
You can rely on our Chartered Financial Analyst (CFA) professionals to know the ins and outs of investing in stocks, bonds, exchange-traded funds, options, and alternatives.
Before you invest, we recommend you test your risk appetite with the award-winning online FinaMetrica Risk Tolerance Assessment. It’s fast, fun, free, and revealing self-discovery.
Financial Planning
Our Certified Financial Planner (CFP) pros will help you craft a financial plan that reduces the stress of prioritizing and setting goals. Most important, we map a clear plan for achieving your ambitions and aspirations.
You’ll benefit from expert guidance and advice regarding personal financial statements, retirement planning, tax and estate planning, asset protection, and investment strategy.
Start planning today with our free online award-winning Right Capital Financial Planning Toolbox.
Wealth Management
Wealth Management is a multi-disciplinary, dynamic process encompassing both investments and financial planning.
Managing wealth shouldn’t be a stress-filled, solo slog.
Expert knowledge, experience, and collaboration are essential.
At Successful Portfolios LLC, our life’s work is helping individuals and families grow and protect wealth. Let’s talk!
Call us today at (727) 744-3614.
Who We Are
Successful Portfolios LLC is an SEC Registered Investment Advisor located in beautiful Clearwater, Florida. We’re an independent, fee-only, fiduciary firm.
Founded by Parker Evans, CFA, CFP, in 2010, our team manages more than $200 million in assets for over 200 discerning clients. It’d be our honor to hear your story. Let’s talk!
Call us now at (727) 744-3614.
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Engage Our Team
Our friendly, licensed advisors are ready to help you build and strengthen your investment portfolio, whether large or small. Get clear and concise answers to your questions. Most important, you’ll learn proven solutions to your most vexing financial challenges.
“Risk comes from not knowing what you’re doing.”
— Warren Buffett
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What is a “Fee-Only” Financial Advisor and Why is it Important?
According to the CFP Board, a “fee-only” financial advisor must not receive sales-related commissions.
A life insurance agent, who accepts commissions, from an insurance agency or insurance company, for example, is not a “fee-only” only advisor. Likewise, a Series 7 Registered Representative paid a sales commission by a Broker-Dealer for selling investments.
Here’s why we believe the “Fee-Only” method of compensation to be the most transparent and objective model of advisor compensation.
January 13, 2020 Read more -
Your Financial Planning To-Do-List for 2020 and Beyond
It’s a concise, useful, and all-around fantastic checklist with relevant links. Here’s Successful Portfolios’ twelve-step Financial Planning To-Do-List for 2020 and beyond. It’s a must-read for anyone serious about personal finance.
January 8, 2020 Read more -
Does Your Financial Advisor Measure Up?
When someone says they are a financial advisor, what does that mean? What’s their background? What qualifications do they have? Do they focus on selling insurance products? Or do they have extensive education and training in investments and comprehensive financial planning?
January 2, 2020 Read more
Let’s Work Together
Take the first step to achieving your financial goals by scheduling your free consultation today.