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.

07/22/2026

Morgan Stanley strategists think the unwinding in high-flying stocks could be good for the S&P 500 overall, saying “8000 is very achievable.”

07/22/2026

Children can be prime targets for identity theft but parents can take action to protect their child's personal data.

07/21/2026

New data reveals that AI changes workplace relationships to damaging effects. But it's possible to sustain relationships even while using AI effectively.

07/21/2026

Not all 401(k) plans are created equal. Some employers across the U.S., like Costco, offer better-than-usual retirement benefits.

07/21/2026

La Roja claimed the title after Ferran Torres’s goal in the 16th minute of extra time.

07/20/2026

AI is a powerful brainstorming tool when used correctly. Here's how to write better prompts and refine ideas more effectively.

07/20/2026

Learn how to say no strategically without damaging your reputation. These four strategies help high performers protect their time and focus on what matters.

07/20/2026

A spice master’s guide to eating in the GLP-1 era.

07/19/2026

Despite Anthropic’s claims, Claude is no more likely to achieve sentience than a simulation of a weather system is likely to generate a real hurricane, says Anil Seth, professor of cognitive and computational neuroscience at the University of Sussex.

07/19/2026

On the night of July 1, in a World Cup Round of 32 match in Santa Clara, the United States men’s national team lived through two very different kinds of decisions within half an hour.

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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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