Foundation Wealth and Tax Advisors

We are a fee-only, fiduciary financial advisory firm founded by CPAs that provides personalized, hands-on guidance to individuals, families, and small businesses, combining sound financial strategies with top-quality tax advice to demystify investing, insurance, estate planning, and wealth preservation.

Team & Expertise:

• Leadership includes Matthew Costa (CPA, CFP®) and Glen E. Frost (CPA/PFS, CFP®, JD), among others 
• Supported by a Charlotte-based team including Graham Mull, Alexi Halavazis, and David Staab 
• Registered with FINRA and holds licensure with South Carolina and other agencies.

Services Offered:

• Comprehensive financial planning, investment management, tax planning & compliance, estate planning, insurance, and 401(k) services 
• Operates as a fee-only, fiduciary, and independent RIA, ensuring unbiased advice and no commissions 
• NAPFA-listed, reinforcing credentials as trusted, fee-only advisors

Workplace & Culture:

• The office exhibits a professional, welcoming environment (visualized in the images).
• Firm’s blog and social media highlight a client-first philosophy and thought leadership on topics like RMD strategies, fiduciary responsibility, and 401(k) oversight 

Foundation Wealth & Tax Advisors delivers tax-integrated financial strategies tailored to individuals, families, and business retirement plans. With strong professional credentials, transparent pricing, and a Charlotte presence, they offer trusted fiduciary guidance rooted in deep planning and tax expertise.