Matt Costa, CPA, CFP®
Fee Only, Fiduciary, & Independent Financial Advisory Firm
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Serving Clients Nationwide
Fee Only, Fiduciary, & Independent Financial Advisory Firm
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Matt Costa, CPA, CFP®
Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER® with over 14 years of financial advisory and tax experience. Besides being the Managing Partner of Foundation Wealth & Tax Advisors, Matt is a principal at RCN & Associates LLC, a Maryland accounting firm.Before partnering in these firms, Matt was a Partner at Bestgate Wealth Advisors, a Maryland financial advisory firm. Matt started his career at RSM, a top 5 national advisory and accounting firm.
Matt works closely with retirees, pre-retirees, and business owners to maximize their financial potential and security. In a world of changing technology and demographics, Matt is passionate about helping people create, preserve, and transfer wealth in the most future minded and tax efficient way.
In his free time, Matt enjoys spending time with his family, particularly his wife, Taylor, daughter, Cora, and three dogs. Matt is also an avid golfer.
Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Business Administration with Majors in Finance, Accounting, and a directed study in Economics in 2010. Matt is a member of NAPFA, The National Association of Personal Financial Advisors and featured on Fee Only Network.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- Fee Only Network
Primary Location
839 Bestgate Road, Suite 400, Annapolis, MD 21401
Additional Locations
📍 15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
📍 3161 Solomons Island Road, Unit 1, Edgewater, MD 21037
📍 1704 Main Street, Chester, MD 21619
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Foundation Wealth & Tax Advisors
Foundation Wealth & Tax Advisors specializes in helping individuals, families, and small businesses develop sound financial strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Our Mission
Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.
We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.
As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
Our Vision
Our extensive tax expertise enables us to provide advanced tax planning as an integral part of comprehensive financial planning in a way that results in better solutions for you. This sets us apart from the majority of advisors who aren't able to effectively integrate tax and estate planning.
We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our Services
Our firm specializes in helping individuals develop sound financial strategies.
▪️ Financial Planning
▪️ Wealth Management
▪️ Tax Planning
▪️ Estate Planning
▪️ Insurance Planning
▪️ Company 401(k) Plans
Chat with Our Team
Click the 'Book Intro Call' button above and talk to one of our licensed professionals today to find out more about how our dedicated team can help you meet your financial goals with confidence.
Education
University of South Carolina, Darla Moore School of Business, Masters of Accountancy, Taxation; B.S. Business Admin, Finance & Accounting
Hobbies and Interests
- Family
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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