Matthew Costa, CPA, CFP®, MAcc

Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER® with over 14 years of financial advisory and tax experience. Besides being the Managing Partner of Foundation Wealth & Tax Advisors, Matt is a principal at RCN & Associates LLC, a Maryland accounting firm. Before partnering in these firms, Matt was a Partner at Bestgate Wealth Advisors, a Maryland financial advisory firm. Matt started his career at RSM, a top 5 national advisory and accounting firm.

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Matt works closely with retirees, pre-retirees, and business owners to maximize their financial potential and security. In a world of changing technology and demographics, Matt is passionate about helping people create, preserve, and transfer wealth in the most future minded and tax efficient way.

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In his free time, Matt enjoys spending time with his family, particularly his wife, Taylor, daughter, Cora, and three dogs. Matt is also an avid golfer.

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Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Business Administration with Majors in Finance, Accounting, and a directed study in Economics in 2010. Matt is a member of NAPFA, The National Association of Personal Financial Advisors and featured on Fee Only Network.