Trusted, Independent, Expert
Successful Portfolios is an independent, Registered Investment Advisor firm based 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, underpinned by our independent, no‑nonsense investment philosophy.
Unlike traditional brokers or hybrid broker‑advisors, we manage accounts held at unaffiliated independent custodians — primarily Charles Schwab and Interactive Brokers. This structure provides greater flexibility, lower costs, and tax efficiency for our clients.
Today, we oversee more than $280 million for over 150 private clients. As fee‑only fiduciaries, your interests come first. We don’t accept commissions—ever—so our advice stays aligned with your goals.
Are you ready to discuss your financial goals? Schedule a complimentary consultation to learn how our proven investment philosophy and wealth management process can help you secure what matters most to you and your family.
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 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 using transparent, exchange‑listed securities—including stocks, bonds, ETFs/ETPs, while avoiding the costs, illiquidity, and complexity of non‑traded or gated investment vehicles, including interval funds, unlisted private investments, and commissioned annuities. We are a fee‑only fiduciary. We receive no compensation from product sales.
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 will help you establish a secure advisory account at Charles Schwab or Interactive Brokers, and will conduct a thoughtful review of each of your existing investments for diversification benefits, potential return, and tax efficiency before making trades or implementing portfolio rebalancing.