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 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


This Office

839 Bestgate Road Suite 400 Annapolis, MD 21401 Phone: (888) 354-5899

Other Offices

1704 Main Street Chester, MD 21619 Phone: (410) 956-6002
15720 Brixham Hill Avenue Suite 300 Charlotte, NC 28277 Phone: +1 (888) 354-5899
3161 Solomons Island Road, Unit 1 Edgewater, MD 21037 Phone: (410) 956-6002