Jonathan Dane

0.0 stars · 0 reviews · Serves Pennsylvania · Specializes in Business Executives, Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet)

Defiant Capital is a fee-only fiduciary firm for founders, entrepreneurs & executives. Our team of CFAs and CFPs does planning pre- and post-liquidity (equity comp, QSBS, estate) at a flat-fee or AUM.