About

From one family in Orlando
to hundreds across North America.

Founded in Orlando, FL, in 2019, Dagna, LLC was built on a passion for personal finance, using the best tools available, from fintech to traditional finance. Our first client sat down with us in March 2020, in the middle of a global pandemic, and we've been serving families like yours ever since.

Backstory

Founded on a belief: personal finance should work for you

We were founded in Orlando, FL, in 2019, driven by a passion for helping people with personal finance using the full toolkit available: the transparency and speed of fintech, and the depth and stability of traditional finance. Our first client sat down with us in March 2020 — the world was shutting down, markets were volatile, and most families had no idea what to do with a balance sheet in freefall. We did the work everyone expects of us today: budget and cash-flow planning, debt payoff strategy, retirement projections, and plain-English credit education. No jargon, no shortcuts.

We started on the miner side of the Bitcoin equation — running hardware, tracking cost basis, and learning the network the hard way. That hands-on work turned into lending, and lending turned into what defines us now: asset protection and accumulation, and private self-custody for individuals and businesses who refuse to leave their wealth on someone else's balance sheet.

One client became hundreds of families across the USA, Mexico, and Canada. We still do the traditional finance and technology work we started with — budgeting, debt, retirement, tax records — now backed by AI tooling, a larger team, and a market where digital assets and their regulation finally demand serious answers.

"We learned Bitcoin by mining it, and we learned personal finance by doing it for real families in the worst economy in a generation. That's why our advice has calluses on it." — Founder, Dagna, LLC
  • 2019

    Founded in Orlando, FL

    The practice is founded on a passion for personal finance, combining fintech tools with traditional finance to help people understand and control their money.

  • Mar 2020

    First client, in the middle of a pandemic

    Our first client sits down with us as the world shuts down: a family needing a plan for debt, cash flow, and retirement while markets go into freefall.

  • 2020–21

    Miners, first

    We start as Bitcoin miners — running hardware, managing energy costs, and building the self-custody habits that became the core of our security practice.

  • 2022

    Lending & asset protection

    Our Bitcoin work expands into lending, then into asset protection and accumulation — and into private self-custody services for families who want their own keys.

  • 2023–24

    Crossing borders

    Word spreads. Our reach grows from one individual in Orlando to hundreds of families across the USA, Mexico, and Canada — and into businesses as well.

  • Today

    Dagna, LLC — a larger team

    The same personal-finance and technology standards, now delivered with AI-powered tooling and a full team, alongside the digital asset markets and the regulation shaping them.

Values

What we optimize for

Six principles earned from years of real client money, real keys, and real markets.

Prudence over hype

We lived through the 2020 crash, the bull run, and everything after. We size the downside before we size the opportunity, and we say "not yet" more often than the market likes.

Clarity by default

If a client can't repeat our plan back to their spouse, we haven't finished explaining it. Plain language, working math, and no jargon — from a 401(k) to a Lightning Network channel.

Your keys, your assets

Our first clients taught us: the moment someone else holds the keys, the asset is no longer yours. We never ask for seed phrases, and we never custody client bitcoin.

Privacy by design

We started as a privacy-first practice and never grew out of it. We collect only what the work requires, keep records out of shared systems, and delete what we're done with.

Built to outlast the cycle

Markets rotate; regulations change; hardware gets upgraded. We build plans around the rules that will exist in five years, not the trend that's trending this week.

Client first, always

We built our reputation one family at a time, and we protect it the same way: your goals, your risk tolerance, your timeline. If we can't serve it well, we say so.

Team

The people behind the work

A growing team of advisors, engineers, and operators — from our first pandemic-era client to hundreds of families across three countries.

01

Founder

Founder & Principal Advisor

Started Dagna in March 2020 with a single Orlando family. Ran the original mining operation and still leads every client engagement personally.

02

Advisory Team

Personal Finance & Credit

Budgeting, debt payoff, retirement, and credit education for families. The original practice — now serving clients from Orlando to Tijuana to Toronto.

03

Digital Asset Team

Bitcoin & Self-Custody

Miners first, then custodians of nothing: wallet setup, hardware wallets, node operation, and self-custody training for individuals and businesses.

04

Technology Team

Fintech, Software & AI

Builds the private dashboards, spreadsheets, and AI-assisted analysis that turn raw records into clear financial decisions.

05

Tax & Records Team

Tax Support & Bitcoin Accounting

Organizes W-2s, 1099s, and years of Bitcoin transactions into clean cost-basis records your preparer will actually thank us for.

06

Client Success

Engagements & Onboarding

The first voice you hear: scopes the work, sets the timeline, and makes sure nothing in your plan is left unowned.

Where we serve

Headquartered in Orlando. Working in three countries.

From a single client in Orlando, FL, our practice has grown to hundreds of families and businesses across the USA, Mexico, and Canada — served remotely with the same personal attention the first client got in 2020.

Individuals and businesses — families planning a retirement, businesses accepting Bitcoin, and everyone in between.

Credentials

Standards we've held since day one

The operating discipline our first clients trusted us with — formalized as we grew.

Self-custody first

Client keys never leave client hands. We've never asked for a seed phrase, and we never custody, hold, or transmit client bitcoin.

Privacy by design

Records are collected only as needed, kept out of shared systems, and deleted when the engagement ends. We don't sell or share client data.

Regulation-aware by practice

We work inside the lines of Florida and federal requirements and verify current statutes before offering any regulated activity.

Written scope on every engagement

What's included, what it costs, what it delivers — in writing before work begins. No hidden fees, no surprises.

Full-stack experience

We've run the miners, built the dashboards, and balanced the books. Our advice comes from doing, not just advising.

Traditional finance, still

The original practice never left: budgeting, debt payoff, retirement planning, credit education, and tax record support remain core services.

AI-assisted, human-delivered

AI powers our analysis, dashboards, and record processing. Every recommendation still comes from a person who will answer for it.

One client to hundreds

Grown by referral since March 2020 — hundreds of families across the USA, Mexico, and Canada, most of them sent by people we already served well.

Be the next family we serve well

Our first client came to us in March 2020 with more questions than answers. Book a session and we'll do the same for you — no deck, no jargon.

Book a Session See What We Do