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Welcome to Beacon Strategies, LLC

Beacon Strategies, LLC was founded in 2005 as an independent third party “think tank” providing problem solving skills to address business and technology issues created by evolving business models and practice management needs of broker-dealers.

Since its formation, the firm has expanded its staff and expertise in technology infrastructure planning, change implementation, and advisor-facing applications and reporting systems. Beacon’s clients include Broker-Dealers, Technology Solution Providers and Investment Product Manufacturers. All of our clients receive tangible, actionable advice through our unique perspective that combines qualitative strategic and environmental analysis with quantitative market and product research.

The firm publishes The Beacon Reports, which highlight and statistically analyze trend-line subject matter specific to broker-dealers. The firm also publishes The Beacon 100SM, a series of research reports that comparatively measure a spectrum of solution providers to the financial and securities industries. The firm’s reports focus on strategic and tactical choices facing broker-dealers and advisors in the Front Office, Back Office, and Business Reporting Layers, delivering critical thought-leadership insights.


Beacon is the preeminent source for market study on the broker-dealer and investment advisory marketplace. Beacon's Research capabilities helps firms: Expand their knowledge base and understanding of key industry … Read more...


Foothill Securities When in the market for a new back office system, we looked to Beacon Strategies to help us in our decision making process. Having worked with Chip in the past, and knowing the research he had done, we … Read more...


Beacon assists financial service companies in focusing on their core business elements by providing in-depth knowledge gleaned from years of experience, a proven research methodology, and an unparalleled network of industry … Read more...