Nathan Helms, CFP® CIMA® CEPA®

Nathan Helms is a Senior Wealth Advisor at Accurate Advisory Group, where he works with high-net-worth families, business owners, and professionals who want more intentional control over their financial futures. He holds the CFP®, CIMA®, and CEPA® designations — a combination that reflects his depth across financial planning, investment management, and exit planning for business owners.

Nathan grew up in Winter Haven, FL, and developed an early passion for investing that led him to a B.A. in Finance from the University of Florida, where he also lettered in baseball. Before joining Accurate Advisory Group, he gained experience at ING Financial Partners, Ameriprise, and LPL Financial. His approach is grounded in service, long-term relationships, and the belief that great financial guidance is ultimately about helping people live the life they've worked hard to build.