About us

Successful Portfolios is an independent SEC Registered Investment Advisor nestled in the picturesque heart of Clearwater, Florida, alongside the Pinellas County Trail near the Magnolia Street Pier overlooking the Sand Key Bridge.

Visit the site to get an appointment: https://successfulportfolios.com/

Founded in February 2010 amidst the turbulence of the Global Financial Crisis, Parker Evans, CFA, CFP, and Joe Baer, APMA, saw opportunity amidst the smoldering ruins of crashed markets and TARP bailouts. We envisioned a financial advisory firm rooted in transparency, resilience, and an unwavering dedication to clients, guiding investors through uncertainty and volatility.

Today, we manage over $210 million in assets for more than 150 discerning clients in separate accounts at Charles Schwab and Interactive Brokers. Our fee-only fiduciary advisors have the qualifications and experience to help you grow and protect your wealth.

Every financial journey is unique; we’re eager to learn about yours. Reach out for a complimentary consultation today. Our life’s work is helping individuals and families plan and manage personalized investment portfolios.