Since 2006, we have been the bridge connecting providers and wealth firms. Our expertise and experience can help your firm grow.
Our services and products unlock valuable insights, deliver feedback, and give you and your team the tools you need to increase the trajectory of your firm.
We offer you meaningful marketplace knowledge and intelligence, as well as supply wealth firm insight and perception. Our networking opportunities open doors to new possibilities.
We are built to help you, and your firm.
Consulting
We help providers better understand their marketplace and collaborate with wealth firms.
Learn MoreRoundtables
An invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions, breakout sessions and community question and answer sessions.
Learn MoreUniversity
An interactive online learning platform designed to help educate your employees and keep their foundational knowledge up-to-date on the ever-changing wealth and retirement businesses.
Learn MoreVendor Management
Bringing an industry perspective to vendor management that meets regulatory demands and sets the stage for better provider partnerships.
Learn MoreFirm Curated Roundtable
Firm Specific Roundtables can focus on specific categories or overall firm business needs. Utilizing case studies, breakout sessions and community questions and more.
Learn MoreTo Learn More about Providers and Beacon Strategies
OUR STORY CUSTOMERS
Our Testimonials
I've attended several roundtables and many seminars and conferences. I can honestly say that I received more value from this roundtable experience than any other I can remember.
Veronica Hammond
First CommandA wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.
Lori Fuerstenberg
IPI ManagementThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
Suzy Tuck
PaperclipThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
Andy Orr
CGAN FinancialGetting a smaller group of highly qualified people into the same room for a day is one of the most valuable ways to meet, build rapport and learn from others in our industry. Beacon Roundtables are the best way to do exactly that!