Successful Portfolios

Successful Portfolios Independent SEC Registered Investment Advisor
led by Parker Evans, CFA, CFP, and Joe Baer, APMA. Secure your financial future now.

Successful Portfolios LLC is an independent SEC Registered Investment Advisor helping clients plan and manage accounts at Interactive Brokers and Charles Schwab. Established in 2010, today we serve over 150 discerning clients with more than $210,000,000 in assets under management. Our areas of expertise include portfolio management, identifying investment opportunities, and retirement income plann

ing. Our commitment is simple: Delivering personalized, expert advice that guides clients on their unique financial and investment journey. Rest assured, as a fee-only, fiduciary advisor, we'll leave no stone unturned in helping you grow and protect your wealth. What sets us apart is our distinctive approach to investing and advising clients. We merge rigorous analysis with cutting-edge technology, tax-aware financial planning, and deep knowledge of behavioral finance. Our expert guidance empowers clients to sidestep common pitfalls and helps ensure better outcomes, even in challenging market conditions, including dreaded bear markets. We also pride ourselves on our exceptional client service and communication. We are always available to answer questions, provide guidance, and explain our investment strategies in clear and straightforward terms. We believe in building long-term relationships with our clients based on trust, transparency, and mutual respect. Led by our founders, Parker Evans, CFA, CFP, and Joe Baer, APMA, we use our collective knowledge and experience to provide tailored solutions for each client. Are you seeking a reliable partner to help you navigate the complex and ever-changing world of investing and wealth management? Contact us today for a free consultation. We would be delighted to hear from you.

06/03/2026

Your compliance process is often the only experience contractors have with your company — make it count.

06/03/2026

Inside a three-day gathering where a group of heirs collectively worth $7 billion learn the secrets to staying rich.

06/02/2026

A high school diploma or an associate degree can sometimes lead to high-paying work. About a dozen jobs that usually don't need a bachelor's degree had six-figure median annual pay in May 2025. Air traffic controllers ranked at the top, with an annual wage of $148,080.

06/02/2026

With the right planning, digital nomads can legally reduce US tax exposure and simplify compliance while focusing on building their business and life abroad.

06/02/2026

Silicon Valley's new message: AI may not be the job apocalypse we said it'd be

06/02/2026

Nearly 75% of security execs want to ditch their jobs.

06/01/2026

It’s called “PTO-maxxing.” And according to new data from mobile-first employee experience platform Blink shared with Fortune, the right calendar strategy can stretch 15 vacation days into as many as 49 days off in a year.

06/01/2026

GM, Ford and Toyota have said they are planning for new-car sales to stagnate or shrink this year, as prospective buyers stay on the sidelines of the market.

06/01/2026

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

05/31/2026

Authenticity in leadership isn't about self-expression but disciplined consistency. In a polarized environment, leaders who hold their ground earn trust, while those swayed by the wrong voices quietly erode it decision by decision.

Address

611 Druid Road East, Suite 407
Clearwater, FL
33756

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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