Defiant Capital Group
5.0 stars · 1 review · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet)
Defiant Capital helps founders, entrepreneurs, and executives plan for taxes, investments, equity comp, and liquidity. Our team of CFAs and CFPs build strategic wealth plans, pre and post liquidity.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- Debt Management
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Social Security Planning
Reviews
Vincent Duva
5 stars
2026-07-03T14:41:38.11489+00:00
Jonathan and his team were great. They looked at everything I had in-depth, took all the time I needed with meetings and follow-up calls, and helped me come up with a plan for all of it. Then they worked with my attorney and CPA to get it all taken care of. The advice is straight forward, and he takes the time to explain everything.