Breadth and depth of knowledge, professional, value added services and very responsive.
March 2021
Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial advice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!
January 2021
Excellent fee-only Wealth Management fiduciary located in downtown Clearwater, FL. Highly recommend!
From Successful Portfolios LLC
Successful Portfolios LLC is an SEC-registered investment Advisor located in beautiful Clearwater, Florida. Our independent, fee-only, fiduciary team is the smart choice for wealth management in the Tampa Bay area and beyond.
Successful Portfolios was founded by Parker Evans, CFA, CFP, and Joe Baer, APMA in 2010. As of February 2024, we manage more than $230 million in assets for over 15discerning clients.
Get expert answers to your questions, discover timely investment ideas, and learn proven solutions to your most vexing financial challenges. Talk with an experienced, professional fiduciary advisor at Successful Portfolios. Satisfaction Guaranteed.
