Matthew Lincoln (CFP®, EA)

Matthew Lincoln focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • ExPat and Cross Border Issues
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Tax planning. Independent contractors. Military. Musicians. Families. Pre-Retiries and Retires.

Additional Information

Matthew is a formed high school math teacher that specializes in educating his clients in how to utilize tax planning with financial planning to understand where they are now and where they could go in the future.

NAPFA Start Date

July 13, 2022


This Office

5205 Chairmans Ct, Ste 204 Frederick, MD 21703-2918 Phone: (301) 371-5104