Your Trusted, Independent Advisor
Your Trusted, Independent Advisor
Successful Portfolios is an independent SEC Registered Investment Advisor nestled in the picturesque heart of Clearwater, Florida, alongside the Pinellas County Trail near the Magnolia Street Pier overlooking the Sand Key Bridge.
Founded in 2010 amidst the turbulence of the Global Financial Crisis, Parker Evans, CFA, CFP, and Joe Baer, APMA, saw opportunity in the smoldering ruins of TARP bailouts and devastated financial markets. We envisioned a financial advisory firm rooted in transparency, resilience, and an unwavering dedication to clients, guiding investors through uncertainty and volatility.
Fast forward to today, we manage over $210 million in assets for more than 150 discerning clients in separate accounts at Charles Schwab and Interactive Brokers. Our fee-only fiduciary advisors have the qualifications and experience to help you grow and protect your wealth.
Every financial journey is unique; we’re eager to learn about yours. Reach out for a complimentary consultation today.
Parker Evans, CFA, CFP
President, Chief Investment Strategist
Joe Baer, APMA
Client Advisor, Portfolio Manager
*as of July 2023
Are you seeking a trusted partner to help you secure your financial future? At Successful Portfolios, we select your investments with care, creating a tailored mix of stocks, bonds, ETFs, and liquid alts—all managed in-house. Our advisors manage your portfolio for tax efficiency while keeping you informed of market shifts and emerging opportunities.
To partner with us, speak to one of our advisors for a complimentary consultation. Then link your new or existing Charles Schwab or Interactive Brokers account to Successful Portfolios and become a valued client.
We start by listening to you. Schedule a free consultation with one of our financial advisors to discuss your unique story, goals, and dreams. We take the time to understand your full financial picture so we can provide customized guidance tailored to your needs.
As an independent financial advisor, Successful Portfolios partners with Charles Schwab and Interactive Brokers. With deep knowledge of each platform's strengths, we can help you make the best choice for your needs.
We start by listening to you. Schedule a free consultation with one of our financial advisors to discuss your unique story, goals, and dreams. We take the time to understand your full financial picture so we can provide customized guidance tailored to your needs and aspirations.
As an independent financial advisor, Successful Portfolios partners with Charles Schwab and Interactive Brokers. With deep knowledge of each platform's strengths, we can help make the best choice for your needs.
Call us today or book a complimentary consultation with the calendar to speak directly with an advisor. We look forward to learning about your story and unique financial journey!
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Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
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