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839 Bestgate Road, Suite 400, Annapolis, MD, 21401
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Matthew Robert CostaRegulatory History
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Matthew is an accountant and principal at RCN & Associates LLC, dedicating nearly full-time hours to this role. He also owns MRC Financial Services, LLC, a holding company for his ownership interests in Bestgate Wealth Advisors, LLC and Foundation Wealth Advisors, LLC, providing tax consulting and preparation services.
Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
Previous Registrations
Bestgate Wealth Advisors, LLC
Park Avenue Securities LLC
Surepath Wealth Management
Court Place Advisors LLC
State Registrations5 states
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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.