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Empower Your Wealth Journey: Open an Account Today

Partner with Successful Portfolios and Interactive Brokers

Open an account. Let our seasoned professionals guide you in building a personalized investment portfolio aligned with your goals. We have a proven success record with over $140 million in assets across 100+ accounts on the Interactive Brokers (IB) platform since 2010.

Partner with award-winning Interactive Brokers for secure, low-cost trading and access to global markets and link your IB account to tap into Successful Portfolios’ expertise.

Benefits of This Partnership

Successful Portfolios’ dedicated team provides tailored advice and strategies
Interactive Brokers offers unparalleled security, the best technoloy, and the lowest trade costs
Global asset class access for robust diversification
Cutting-edge tools and technology empower informed decisions
Track performance easily with IB’s Portfolio Analyst

Limited Time Offer

Act Now! Open an account online 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. 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.

Call or text Parker Evans, CFA, CFP at (727) 282-5556 with any questions. We look forward to helping you achieve financial success!

About Us

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.

Today, we manage over $240 million in assets for more than 150 clients at Charles Schwab and Interactive Brokers. 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

Our Expertise is also available on the Charles Schwab Brokerage Platform.

In addition to our successful collaboration with Interactive Brokers (IB), Successful Portfolios (SP) is proud to announce that we also manage accounts at Charles Schwab. This allows us to offer our clients even more flexibility and choice in selecting a custodian that aligns with their investment preferences.

Why Choose an Independent Investment Professional?

Working with an independent, credentialed, and licensed investment professional like SP offers numerous benefits:

Personalized Attention: We provide bespoke investment strategies tailored to individual needs, unlike one-size-fits-all solutions.
Expert Guidance: Our team of seasoned professionals, including CFA and CFP credentialed advisors, brings a wealth of knowledge and experience.
Objective Advice: As an independent firm, our recommendations are free from proprietary product biases, ensuring your best interests are always at the forefront.
Comprehensive Services: From portfolio management to financial planning, we offer a full suite of services to address all your financial goals.
Security and Trust: Partnering with reputable custodians like Charles Schwab and IB, your assets are held securely, giving you peace of mind.

At Successful Portfolios, we believe that an informed client is an empowered client. Our commitment to transparency, education, and tailored advice positions us as a trusted partner in your wealth journey.

Join Us

Discover the SP difference and how our independent approach can help you and your family achieve financial success. Contact Parker Evans, CFA, CFP, or Joe Baer, APMA, at (727) 744-3614 for a personalized consultation about your future today.