Trusted advisors and strategic thought partners.

As strategic wealth advisors we guide families through pivotal financial moments, so you can focus on what matters most.

Independent by design. Conflict-free, and focused on your family.

Defiant Capital Group is an independent wealth management firm in Pittsburgh, Pennsylvania serving clients across the country. We are fiduciary advisors and provide hands-on advisory for founders, business owners, highly affluent families and families in transitional financial periods.

Defiant Capital Group was founded to bring institutional-caliber wealth management that delivers enduring results. Our team has worked across traditional firms on Wall Street and Families Offices, and left to build something different.

We invest intentionally, develop financial plans to simplify the complexities of wealth, and cultivate trust, clarity, and communication across generations.

We built Defiant Capital Group to be the firm we wished existed when we were first advising successful business owners and families going through financial transitions. Their complexity of wealth requires more than an investment strategy, it demands a full-scale financial blueprint.

Kelly Dane, Co-Founder

We partner with exceptional families navigating complex wealth.

MEET THE FAMILIES WE HELP

Our clients are sophisticated, high-earning, entrepreneurial families whose values shape their wealth and legacy.

For the families we advise wealth is a moving target, tied up in businesses, liquidity events, tax burdens, and multi-generational planning.

Many of the families we advise are dealing with the complexities of transformational financial events – divorce, death and newfound wealth. We help them build financial foundations for life coordinated across wealth, investments, estate plans, and future generations.

We built Defiant for those who think differently and demand more. Value creators – entrepreneurs, founders, and business owners whose wealth is as complex as the companies they’ve built.

As thought leaders and strategic partners our work is an extension of our clients — simplifying complexity, aligning interests, and stewarding capital for decades to come.

Leadership Team

Our leaders are trusted voices in high-net-worth financial strategy, recognized by leading publications for their expertise in guiding entrepreneurs, business owners, and families through complex wealth.