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

Planning Specialties

Small Business Owners Retirees Alternative Investments

Additional Information

Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER™ with over 15 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

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