Matthew Costa (CFP®, CPA)

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

  • Business Owners
  • Federal Employees
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Small Business Owners Retirees

Additional Information

Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER™ with over 13 years of tax and financial advisory experience.  Besides being a founding partner at Bestgate Wealth 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 transfering wealth in a tax efficient and future minded way.

NAPFA Start Date

August 23, 2019

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This Office

839 Bestgate Road, Suite 400 Annapolis, MD 21401 Phone: (410) 956-6002

Other Offices

1704 Main Street Chester, MD 21619 Phone: (410) 956-6002
3161 Solomons Island Road, Unit 1 Edgewater, MD 21037 Phone: (410) 956-6002