Client Centered
Our firm specializes in helping individuals, families, and small businesses develop sound financial strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Values

What We Believe

Our Mission
Honest, High Quality Advice

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Our Vision
Unique, Effective Planning Strategies

Our extensive tax expertise enables us to provide advanced tax planning as an integral part of comprehensive financial planning in a way that results in better solutions for you. This sets us apart from the majority of advisors who aren't able to effectively integrate tax and estate planning.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Services
We can help guide you through your unique financial situation.

Our firm specializes in helping individuals develop sound financial strategies.

Financial Planning

Take control of your financial future with our comprehensive financial planning services, unique to you and your situation.

Wealth Management

Wealth management is more than just investing. It considers your unique financial goals to grow and protect your assets.

Tax Planning

Tax planning services can help you save money and reach your financial goals.

Estate Planning

Safeguard your legacy with estate planning services and tax considerations provided by our professionals.

Insurance Planning

Gain a comprehensive approach to insurance planning and make informed decisions for your future.

Company 401(k) Plans

We offer services for companies looking to establish or optimize their employee retirement plans.

About us

Our Approach

You Never Have To Go It Alone

We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence.

How We Approach Investing

We start by getting to know your current financial situation and you as a person. This helps us develop a deep understanding of your goals, time horizon and risk profile. From there, we are able to create a portfolio to help you accomplish those goals. Our principles are universal, but the strategy is personal to you.

How We Approach Retirement

Less than a quarter of workers say they’re very confident about saving enough for a comfortable retirement. Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.

How We Approach Tax Planning

Taxes are an integral part of financial planning, yet many financial advisors don't have the knowledge or experience to meet their client's needs. Being founded by CPAs gives us tax expertise that allows us to customize tax saving strategies for you.

How We Approach Insurance Planning

We work with you to determine the appropriate types and amounts of insurance for you and your family. Then we coordinate with your current agent, or we refer you to an insurance provider who can assist. As fee-only fiduciaries, we don't sell insurance, and we never receive compensation for referring you to anyone. We work hard to ensure there are no conflicts of interest so that you can be sure you are receiving advice that is in your best interest.

Unique Strategies From A Dedicated Team of Financial Professionals

Contact us today to discuss your financial situation with a professional and find out more about how the team at Foundation Wealth & Tax Advisors can help you achieve your financial goals.  

You Never Have To Go It Alone

We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence.

How We Approach Investing

We start by getting to know your current financial situation and you as a person. This helps us develop a deep understanding of your goals, time horizon and risk profile. From there, we are able to create a portfolio to help you accomplish those goals. Our principles are universal, but the strategy is personal to you.

How We Approach Retirement

Less than a quarter of workers say they’re very confident about saving enough for a comfortable retirement. Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.

How We Approach Tax Planning

Taxes are an integral part of financial planning, yet many financial advisors don't have the knowledge or experience to meet their client's needs. Being founded by CPAs gives us tax expertise that allows us to customize tax saving strategies for you.

How We Approach Insurance Planning

We work with you to determine the appropriate types and amounts of insurance for you and your family. Then we coordinate with your current agent, or we refer you to an insurance provider who can assist. As fee-only fiduciaries, we don't sell insurance, and we never receive compensation for referring you to anyone. We work hard to ensure there are no conflicts of interest so that you can be sure you are receiving advice that is in your best interest.

Unique Strategies From A Dedicated Team of Financial Professionals

Contact us today to discuss your financial situation with a professional and find out more about how the team at Foundation Wealth & Tax Advisors can help you achieve your financial goals.  

Chat with our team

Talk to one of our licensed professionals today to find out more about how our dedicated team can help you meet your financial goals with confidence.

team

Our Team

Matthew Costa, CPA, CFP®, MAcc
Managing Partner, Senior Wealth Advisor
Alexi Halavazis
Wealth Advisor, Chief Compliance Officer
Joseph Hill, CPA, CFP®
Partner, Senior Wealth Advisor
Taylor Lewis-Costa
Director of Communications
Graham Mull, CFP®, MBA
Director of Qualified Plans, Wealth Advisor
Philip H Weiss, CFA, CPA
Senior Portfolio Manager
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Get in Touch

Locations
Charlotte, NC
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
(888) 354-5899
Mon-Fri | 9AM-5PM
Annapolis, MD
839 Bestgate Road, Suite 400, Annapolis, MD 21401
(888) 354-5899
Mon-Fri | 9AM-5PM
Edgewater, MD
3161 Solomons Island Road, Unit 1, Edgewater, MD 21037
(410) 956-6002
Mon-Fri | 9AM-5PM
Chester, MD
1704 Main Street, Chester, MD 21619
(888) 354-5899
Mon-Fri | 9AM-5PM
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