Successful Portfolios

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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 planning. 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.

10/14/2026

Weak passwords, outdated software and poor Wi-Fi security can let strangers access your home camera.

10/14/2026

Two “New Keynesians”, Robert Hall and Michael Woodford, win the highest honour in economics.

10/14/2026

Some change in our lifestyles and environments over a generation has caused this increased risk. Here's what to know.

10/13/2026

France's bond market is a mess, and there's a chance the turmoil could spill over and cause more pain to the US Treasury market.

10/13/2026

Anastasia Amoroso, chief investment strategist with Partners Group, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss the bullish sentiment in the stock market, the potential for volatility in the near future, and rising global yields.

10/13/2026

Life expectancies are rising, which can mean more years to enjoy retirement.1 But a longer life also means needing your savings to last longer.

10/13/2026

As big money deals dry up, tech founders are asking mom, dad, and friends to open their wallets.

10/12/2026

Privacy, employee data and the demands of AI.

10/12/2026

Investors think of AI as an investment theme—in short, “Is this something I want to put money into, and if so, how?”—but it’s become such an influential one that it’s now viewed as a risk factor, too.

10/12/2026

Meta's Muse has topped 6.6 million downloads since its Sept. 8 launch and reached 1.8 million daily active users, as consumers show they're ready to hand over their personal information for a chance at some AI assistance. Seema Shah, VP: Insights at Sensor Tower, discusses the growth of personal AI....

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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