Trusted, Independent, Expert
Successful Portfolios is an independent, Registered Investment Advisor firm located in Clearwater, Florida.
Founded in February 2010 during the Global Financial Crisis, Parker Evans, CFA, CFP, and Joe Baer, APMA, built Successful Portfolios to offer a better alternative—one rooted in alignment, disciplined analysis, and client-first principles. For over 15 years, we have guided investors through market volatility and uncertainty using institutional-grade research tools and a personalized, collaborative approach.
Unlike traditional or hybrid broker-advisors, we exclusively manage separate accounts held at Charles Schwab and Interactive Brokers. This structure ensures transparency, lower costs, and tax efficiency for our clients.
Today, we manage over $280 million for more than 150 private clients. As fee-only fiduciary advisors, we are legally obligated to put your interests first—earning no commissions on what we recommend.
Ready to discuss your financial goals? Schedule a complimentary consultation to explore how our approach might work for you.
Parker Evans, CFA, CFP
President, Chief Investment Strategist
Joe Baer, APMA
Client Advisor, Portfolio Manager
*as of December 2025
Most advisors focus on gross returns and ignore taxes. We focus on what truly matters—what you keep after tax.
Unlike firms that outsource your investment to third parties, we manage your portfolio in‑house. That means we’re directly accountable to you.
We build efficient, client-centered portfolios with transparent, exchange‑listed securities—stocks, bonds, ETFs/ETPs—and avoid the illiquidity and needless complexity of private placements and fee-laden annuities. We tailor portfolios to your unique circumstances and goals, and we ensure your assets are safeguarded in an account held in your name at a top‑tier independent custodian—Charles Schwab or Interactive Brokers.
Schedule a call to discuss your situation—no obligation, no sales pitch. We’ll talk about where you are now, where you want to be, and whether we’re the right fit.
Ready to move forward? Our team handles the transfer of your assets to a secure account at Charles Schwab or Interactive Brokers—always carefully evaluating your existing investments for diversification benefits, potential return, and tax efficiency before implementing any rebalancing.