Financial Planning
Wealth Management
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 maps a clear path for achieving your goals, ambitions, and aspirations.
Gain expert insight and guidance regarding 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 stressful, 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. Our independent, fee-only, fiduciary team is the smart choice for wealth management in the Tampa Bay area and beyond!
In 2010, Parker Evans, CFA, CFP and Joe Baer, APMA established our firm, which has since grown to manage over $290 million in assets for more than 200 discerning clients. We value your unique financial journey and would be honored to hear your story. Let’s start a conversation today!
Call us now at (727) 744-3614.
0
0
Engage Our Team
Get clear, expert answers to your questions, discover timely investment ideas, and learn proven solutions to your most vexing financial challenges.
Invest With Successful Portfolios
Experienced. Credentialed. Fee-Only. Fiduciary. Consult with our licensed advisors. Satisfaction Guaranteed.