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Empower Your Wealth Journey: Open an Account Today

Partner with Successful Portfolios and Interactive Brokers (IB) - Special Offer

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. 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

New accounts opened online by June 30, 2024, receive a 24% discount on advisory fees on up to $1 million in assets under management.

Getting started is easy! Set up your IB account below, link to Successful Portfolios, and let our team guide you.

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

Make an Appointment

Talk to Parker Evans, CFA, CFP

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.