Woodside Wealth Management
Woodside Wealth Management
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Costa, CFP®
Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country
Matthew Costa is a Framingham, MA fee-only financial advisor serving clients locally and across the country. Woodside Wealth Management LLC provides financial planning and portfolio management to help busy professionals and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Costa is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Costa is a Cum Laude graduate of Boston University's Questrom School of Business. At BU, Matt majored in Business Administration with a concentration in Finance and a minor in Economics. He achieved the CFP® designation in 2018 and has a Certificate in Financial Planning from Bryant University. Matt is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Matt supports the team with client-related activities and manages the operations of the firm. Additionally, Matt is leading Woodside's initiative to increase involvement with its Gen Y clients.
Matthew Costa is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Woodside Wealth Management is an independent, fee-only firm that specializes in comprehensive financial planning and portfolio management for today's busy professionals and retirees. With us as your trusted advisor, you are free to focus on life's other priorities and you can spend your time with family and friends doing the things that are important to you.
Woodside Wealth Management is made up of dedicated, experienced and credentialed financial advisors who provide top-notch client services and expert advice to individuals, families, and businesses. We have decades of experience in the Financial Planning and Wealth Management industry, and our lead advisors are all CERTIFIED FINANCIAL PLANNER™ professionals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Matthew Costa is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Matthew Costa is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Woodside Wealth Management is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Matthew Costa
550 Cochituate Rd
Framingham, MA 01701