Start building your personalized investment strategy in minutes with expert guidance every step of the way. Open an account. Let our seasoned professionals guide you in building a personalized investment portfolio perfectly aligned with your goals and objectives. With a proven track record managing over $240 million in assets for more than 150 clients across multiple platforms since 2010, including Interactive Brokers (IB) and Charles Schwab, we offer comprehensive investment solutions tailored to your needs.
Partner with Successful Portfolios to access either the award-winning Interactive Brokers investment platform or Charles Schwab platform and gain the power of our expert oversight, proven strategies, and personalized attention.
Act Now! Open an account online with Interactive Brokers by June 30, 2025, and save 24% on advisory fees—pay just 0.95% instead of 1.25% annually on up to $1 million in managed assets. That’s a savings of $250 per month on a $1 million account. Don’t miss out!
Getting started is easy! Click below to set up your IB account, link to Successful Portfolios, and unlock your 24% savings today—our expert team will guide you every step of the way.
Schedule your free strategic portfolio review below and discover how we can help you achieve your financial goals. Or feel free to call or text Parker Evans, CFA, CFP directly at (727) 282-5556 with any questions. We look forward to helping you achieve financial success! 👇
Successful Portfolios is an independent SEC-Registered Investment Advisor based in Clearwater, Florida.
Founded in 2010 by Parker Evans, CFA, CFP, and Joe Baer, APMA, we remain dedicated to guiding investors with complete transparency and the highest level of care.
As fee-only fiduciary advisors, we’re committed to helping you grow and protect your wealth.
Every financial journey is unique. Contact us for a free consultation, and let’s build a personalized investment plan for you and your family.
Parker Evans, CFA, CFP
President, Chief Investment Strategist
Joe Baer, APMA
Client Advisor, Portfolio Manager
For personalized, one-on-one, fee-only fiduciary advice paired with industry-leading investment platforms—with transparency at every step: contact Parker or Joe today to discuss your financial goals and objectives.
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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