Matthew Costa (CFP®, CPA)
Matthew Costa focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- Divorce Planning
- Federal Employees
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- Divorce Planning
- Federal Employees
Planning Specialties
Small Business Owners Retirees Alternative InvestmentsAdditional Information
Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER™ with over 13 years of tax and financial advisory experience. Besides being the Managing Partner at Foundation Wealth and Tax Advisors, Matt is a principal RCN & Associates LLC, a Maryland accounting firm. Before partnering in these firms, Matt was a tax manager at RSM, a top 5 national accounting firm. Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Finance, Accounting, and directed study in Economics in 2010. Matt works closely with both business owners and individuals to maximize their financial potential and security. In a world of changing technology and demographics, Matt is passionate about creating, preserving, and transferring wealth in a tax efficient and future minded way.
NAPFA Start Date
August 23, 2019