About Beacon Strategies

Beacon Strategies, LLC was founded in 2005 by Chip Kispert. An industry veteran with over 20 years of experience, Chip saw the need for a central independent “think tank” environment for supporting and evolving broker dealers and their unique set of associated needs. During his work with broker dealers over the years Chip never saw an approach that delivered unbiased opinions to broker dealers.

Beacon Strategies by design is that unbiased firm that helps broker dealers take their vision and through logical analysis and preparation work to achieve that broker dealers’ unique mental picture. The special outcome in working toward that visualization is that we will help the broker dealer and will develop the components that will be the differentiators within the marketplace.

As an entity Beacon Strategies has been built as a boutique. We carefully monitor the number of clients that we will work with at any one time. We excel at not putting a square peg in a round hole, but understanding why that hole is round and then finding the right solution for that round hole.

Our network of content experts and software firms is second to none. When firms work with us we can put our powerful network of experience and innovation at the disposal of our clients. In addition to our Associates, our network of consultants and software solutions can be utilized to explore and evolve the specific challenges facing our clients.

The organization of our resources has been built around our Lighthouse methodology. It is here where we can really differentiate ourselves from our competitors because we listen, think, plan and deliver in an organized format that allows our clients to be best informed and thus be able to make solid business decisions.

Our firm philosophy is simple. We want to be recognized as a go-to solution for broker dealers. To achieve that goal we strive daily to earn long term relationships with our clients and partners. We want to help firms make more money and be more efficient. We want to build relationships with the most respected and dynamic consultants and providers in the industry. Simply put we want to be our clients’ guiding light.

You can reach us here.