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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 former high school math teacher who specializes in educating his clients on 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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

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