Matthew Costa, CPA, CFP®, MAcc
Managing Partner, Senior Wealth Advisor
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. Prior to that, Matt was a manager at RSM, a top 5 national advisory and accounting firm. 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 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.
Matt is a member of NAPFA, The National Association of Personal Financial Advisors and featured on Fee Only Network.