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. Prior to that, Matt was a manager at RSM, a top 5 national advisory and accounting firm.

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.

Education

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.

Memberships

Matt is a member of NAPFA, The National Association of Personal Financial Advisors and featured on Fee Only Network.