Financial Planning
What We Do
Wealth Management
Wealth Management is more than financial advice.
Wealth management is a dynamic practice, comprised of investments, financial planning, and tax strategy.
Successful Portfolios is a local wealth management firm located in Clearwater, Florida.
For over ten years, we have been helping residents of Tampa Bay fulfill their financial goals and achieve the optimal life experience with our wealth management advice.
When you invest with Successful Portfolios, you are investing with fee-only wealth advisors. More importantly, you are investing with fiduciaries you can trust.
Wealth Advisors at Successful Portfolios are licensed and accredited. Gain confidence in your investment strategy.
TEXT US: (727)-475-5384
CALL US: (727) 744-3614
Investments
Professional investment management that meets your unique investment objectives! We serve both individual investors and institutional investors, such as pension funds, retirement plans, small businesses, and more.
Investment management with Successful Portfolios includes asset allocations, analysis of financial statements, selection of assets, portfolio management, and most importantly, portfolio strategy and implementation.
Expert knowledge, experience, and collaboration are essential.
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
Wealth Management is a multi-disciplinary, dynamic process encompassing both investments and financial planning.
Our Certified Financial Planners (CFP) are fiduciaries who 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.
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 $220 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 wealth advisors are fiduciaries, helping investors like you strengthen their investment portfolio and grow their assets. Receive clear financial advice to your questions and learn proven investment solutions to your most vexing financial challenges.
“Risk comes from not knowing what you’re doing.”
— Warren Buffett
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1040 Form| Download IRS 1040 Tax Form Free
Get Free 1040 Tax Return with fillable IRS forms from Successful Portfolios! Form 1040 is used by U.S. taxpayers to file an annual income tax return. For signing a paper tax return: If you file a joint return, both spouses must sign the return. If your spouse cannot sign because of a medical condition and
March 18, 2021 Read more -
Talk With Tax Professional Before You File 1099-NEC
Most real estate agents receive income in the form of commissions from sales transactions and are generally not considered an employee under federal tax guidelines. They’re #soleproprietors Even agents or brokers working for a real estate brokerage firm are still considered sole proprietors. This self-employed status allows you to deduct many of the expenses you
March 16, 2021 Read more -
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
Invest With Successful Portfolios
Achieving your financial goals begins with a conversation about your wealth management objectives. Take the first step by scheduling a free consultation today. One of our fiduciary wealth advisors will be happy to guide you through the investment process!