Nate Phillips is the Founder and Managing Partner of Precision Capital Markets

Our Journey

Nate Phillips, CPA

Precision Capital Markets emerged at the intersection of financial expertise and a profound desire to empower individuals to achieve excellence. Its inception can be attributed to Nate Phillips, a seasoned Certified Public Accountant (CPA) driven by a visionary spirit.

Nate’s journey began in rural Indiana, where he learned the value of a dollar through sweat and dedication, working on farms during the early hours and scorching midsummer days for a meager six dollars an hour. Even at a young age, the indomitable work ethic of his parents, who juggled both full-time and part-time jobs, was evident. They saved every penny for over a decade, forgoing vacations to ensure their sons could pursue a university education—an opportunity they were never presented.

This commitment laid the foundation for Nate’s pursuit of excellence. He graduated from Purdue University with a Bachelor’s in Accounting and embarked on a career at a top 50 public accounting firm, where he spent his twenties and thirties assisting a diverse array of clients, from entrepreneurs and small businesses to large corporations spanning various industries. Unbeknownst to him, his modest Midwest upbringing, ingrained with values of integrity, the golden rule, and unwavering effort, would become the bedrock upon which Precision Capital Markets would be built.

Nate later co-founded and expanded the firm’s presence in New York City, growing the office fivefold. During his tenure on Wall Street, he encountered individuals from diverse backgrounds, all sharing a common trait—a hunger for value-driven services rather than settling for the status quo.

It was crystal clear that Precision Capital Markets, located in Miami Florida, would be founded on fulfilling Nate’s passion for helping people, effecting meaningful changes in their lives, and creating genuine value. He left public accounting to create a more comprehensive platform, one capable of addressing clients’ entire financial spectrum and transforming their dreams into reality through holistic, fact-based financial planning.

With a commitment to creating clarity, Nate has become a trusted advisor to individuals seeking comprehensive financial guidance. Precision Capital Markets has rapidly evolved into a holistic center of financial empowerment, offering an array of services that seamlessly weave together financial planning, portfolio management, tax optimization, and alternative investments. Nate’s unique ability to simplify complex financial concepts into actionable insights distinguishes him, empowering his clients to make informed decisions that drive growth and prosperity.

Recognized for his professionalism and steadfast dedication, Nate places the client’s interests at the forefront, forging enduring relationships built on trust, reliability, and expertise. He embraces continuous learning, ensuring he remains at the forefront of the ever-evolving world of finance.

The brand narrative of Precision Capital Markets is etched in authenticity, transparency, and an unyielding pursuit of excellence. Nate Phillips’ CPA background infuses the firm with a meticulous attention to detail and an unswerving commitment to accuracy. Every strategy, recommendation, and decision is executed with precision, reflecting our steadfast dedication to client success.

No matter how intelligent, hardworking, or successful you may be, we all benefit from a guiding hand. This is precisely why Precision Capital Markets was created— to provide that essential support and help individuals like you achieve financial success.

Ready to get started?

Contact us today to learn how we can help simplify your financial journey.

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!