A complete list of active advisors currently associated with Successful Portfolios LLC

Warmer can help you find a great advisor at Successful Portfolios LLC or one who fits your needs even better.

Successful Portfolios provides personalized financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations and corporations. The firm also serves as portfolio manager and administrator for two private pooled investment vehicles (Evans Cook LLC and Barrett Evans Capital LLC), offering shares to accredited investors under private offering memoranda. The firm constructs customized portfolios using readily marketable stocks, bonds, options and ETFs and applies a multi-faceted research process that includes fundamental, technical and quantitative analysis. It uses tools such as the IBKR Risk Navigator, Monte Carlo simulations and value-at-risk measures, and offers a performance-based fee alternative (quarterly mark-to-market with a high-water mark) in addition to its standard AUM-based fees. Compared with many peers of similar size, Successful Portfolios combines a relatively large asset base for a three-advisor practice (approximately $281.5 million, with about 92% discretionary assets) with private fund sponsorship and administration—EC and BEC hold roughly $2.4 million and $1.3 million, respectively—and the firm is arranging an annual surprise audit because regulators may deem it to have custody of those fund assets. The firm also manages variable annuity portfolios through Nationwide, participates in custodial programs at Interactive Brokers and Charles Schwab, and documents use of options and quantitative stress-testing that are less common among supported firms.

To learn more about the advisors currently working at Successful Portfolios LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Baer	Clearwater, FL	15
Harley Evans III	Clearwater, FL	17
Daniel Walsh	Clearwater, FL	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support