Advisor
Jonathan DaneCFP®, CFA®
Jonathan Dane, CFA®, CFP®, is the Founder and President of Defiant Capital Group, a fee-only registered investment advisor based in Pittsburgh, Pennsylvania, serving founders, entrepreneurs, business owners, and affluent families navigating complex financial situations. Jonathan specializes in wealth management, investment management, tax and estate planning, and succession planning for clients with concentrated equity, liquidity events, and multigenerational planning needs.
Ideal Clients
Pre-Retirees
Retirees
High Net Worth
Business Owners
High Income
Focus Areas
Tax Planning
Small Business
Life Transitions
Estate Planning
Equity Compensation
Pricing
AUM
Retainer
Flat Fee
Availability
Accepting new clients
Credentials
CFP®, CFA®
Business
Defiant Capital Group
Location
Pittsburgh, PA, USA
Meeting Options
Remote, In-Person
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