About Us

At Precision Capital Markets, your success is our mission, and our team is dedicated to providing exceptional financial guidance every step of the way.

Managing Partner and Founder

Nathaniel Phillips, CPA

Nate Phillips brings over 17 years of extensive expertise in financial advisory, tax planning, investment management, and accounting to his role. Prior to establishing Precision Capital Markets in Miami Florida, Nate served as a Vice President of Retail at Patrick Capital Markets and held the position of Director of Assurance and Accounting at Katz, Sapper & Miller. Contact Nate today!

Education: His educational background includes a Bachelor of Science in Accounting with a Specialization in Management from Purdue University in West Lafayette, Indiana and has actively maintained a Certified Public Accountant (CPA) license since 2008. He is a licensed Registered Investment Advisor (IAR) professional with a Series 7, Series 65, and Series 63.

Purpose: Nate is deeply committed to advancing financial literacy, advocating for the establishment of a genuine financial planning profession, and emphasizing the importance of the fiduciary standard of care in all financial advisory interactions. His unique fusion of financial advisory and accounting experience equips him to help clients chart a course for the future, devising practical and efficient financial, retirement, and tax plans and strategies.

Who We Serve: He specializes in aiding various client profiles, including small business owners, healthcare professionals (doctors and dentists), legal practitioners (lawyers), corporate executives, highly compensated millennials, tech entrepreneurs, employees of publicly traded companies, real estate professionals, and retirees.

Passion: For the past decade, Nate has had the privilege of calling both New York City and Miami his home. Beyond his professional pursuits in finance and investments, his passions encompass scuba diving, weightlifting, and cherished moments spent with family, friends, and his loyal canine companion, Shelby.

Our Process

Simplifying Your Financial Journey – At Precision Capital Markets, our process revolves around four core principles: connect, plan, implement, and prosper. We believe that by aligning our financial services with your distinct needs and goals, we can help you achieve the prosperity and financial success you desire.

Connect

At the heart of our approach, we prioritize your specific objectives, concerns, and aspirations, tailoring your financial goals to your risk tolerance and shaping them with purpose. By requesting and gathering essential financial information, we’ll create a clear and attainable plan, igniting your passion to pursue your goals.

Plan

Through meticulous planning, we’ll transform your aspirations into a concrete roadmap, crafting strategies that align with your unique values. This comprehensive financial plan will serve as your guiding compass on your financial journey.

Implement

Armed with your personalized plan, we transition from strategy to action, executing each step with precision and dedication. Our aim is to turn your well-crafted plan into tangible results, bringing you closer to your goals.

Prosper

As your plan unfolds, you’ll witness the fruits of our collaboration, experiencing genuine financial prosperity. Your goals will materialize, and your wealth will grow, enabling the opportunities you’ve envisioned.

Our Mission

Where Precision Meets Prosperity: Our mission is to empower you with the knowledge and strategies enabling you to make informed decisions that secure your financial future and ensure prosperity.

Our Core Values

We uphold unwavering honesty, ethics, and moral principles in all our financial endeavors, ensuring that trust is at the core of everything we do.

We believe in the power of collaboration and work together seamlessly to provide our clients with the most comprehensive and effective financial solutions.

We are dedicated to achieving the highest standards of quality in our work, constantly seeking improvement, and relentlessly pursuing excellence.

We embrace innovation and creativity, continually exploring new financial strategies, technologies, and approaches to drive progress and deliver the best outcomes for our clients.

Our clients’ needs and satisfaction are at the forefront of our financial services. We are committed to providing personalized solutions that cater to their unique financial goals.

We exercise rigorous financial responsibility, ensuring the utmost transparency and ethical conduct in all our financial dealings.

Our mission and core values encapsulate the essence of Precision Capital Markets, guiding our actions, decisions, and interactions with clients and broader financial community.