Matthew R. Costa
FOUNDATION WEALTH & TAX ADVISORS
Annapolis, MD 21401
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CRD#: 5596516
Professional summary
Matthew Robert Costa, CFP® is a registered financial advisor currently at FOUNDATION WEALTH & TAX ADVISORS, LLC located in Annapolis, Maryland.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 5 firms .
Core Areas of Focus
Business Owners
Federal Employees
Financial Psychology/Coaching
Investment Advice with Ongoing Management
Tax Planning
Biography
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.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Small Business Planning
Estate Planning
Retirement Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Costa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
February 11, 2022 - Present
FOUNDATION WEALTH & TAX ADVISORS, LLC
Office #1: 839 Bestgate Road Suite 400, Annapolis, MD 21401RIA
CRD#: 317596
Annapolis, MD
Past
June 17, 2019 - November 3, 2022
BESTGATE WEALTH ADVISORS, LLC
RIA
CRD#: 301639
FREDERICK, MD
Past
March 1, 2019 - April 9, 2019
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
BETHESDA, MD
Past
June 15, 2018 - June 22, 2018
SUREPATH WEALTH MANAGEMENT
RIA
CRD#: 283458
Frederick, MD
Past
January 25, 2018 - May 25, 2018
COURT PLACE ADVISORS LLC
RIA
CRD#: 108545
ELLICOTT CITY, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/8/2024)
IAR
Maryland(2/11/2022)
IAR
North Carolina(2/28/2022)
IAR
South Carolina(4/16/2023)
IAR
Virginia(8/24/2023)
Exams
Current Firm
FOUNDATION WEALTH & TAX ADVISORS, LLC
FOUNDATION WEALTH & TAX ADVISORS, LLC
CRD#: 317596 / SEC#:
Florida
Registered Investment Advisory firm - (7/8/2024 Approved)Maryland
Registered Investment Advisory firm - (2/11/2022 Approved)North Carolina
Registered Investment Advisory firm - (2/28/2022 Approved)South Carolina
Registered Investment Advisory firm - (4/16/2023 Approved)Virginia
Registered Investment Advisory firm - (8/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
839 Bestgate Road Suite 400, Annapolis, MD 21401
Mailing Address
839 Bestgate Road Suite 400, Annapolis, MD 21401
Phone number
+1 (888) 354-5899
Established
Firm type
Fiscal year end
# of Employees
10
Regulatory assets under management
| Total Number of Accounts | 212 |
| AUM (Assets Under Management) | $ 49,348,002 |
Red Flags
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Company Information
FOUNDATION WEALTH & TAX ADVISORS, LLC
CRD#: 317596Annapolis, MD 21401TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
