Leo Marte

CFP®, MBA

Abundant Advisors, LLC

President

Contact Me

Leo Marte

CFP®, MBA

Abundant Advisors, LLC

President

I Help Christian Professionals Manage Their Money Wisely and Build Generational Wealth. - Leo Marte, CFP®, MBA

Contact Me

704-317-8938

Website

Fee-Only Christian Financial Advisor located in Huntersville, NC.

Are you a Christian professional looking for help with your finances? Leo Marte is a Huntersville, NC fee-only Christian financial planner, who loves helping Christians unlock the possibilities that come with wise stewardship.

Abundant Advisors provides Christian financial planning and investment advice located in Huntersville, NC; serving clients in Charlotte, NC, and elsewhere with convenient virtual meetings.

After working for many years in Corporate America, I felt the Lord calling me to leave the safety of a good job to start a firm focused on serving believers like you by providing faith-based financial planning, and investment advisory services.

There are so many Christians in America, yet so few firms that focus on Christian financial planning. So what does it look like to work with me?

As a hard-working, Christian professional you have access to a great income, generous benefits, and many avenues to build wealth. You also have to deal daily with office politics, pressure to perform, and the temptation to fall prey to prestige and status. I can help you by:

- Assessing your goals and needs

- Creating and implementing a financial plan and investment portfolio

- Preparing and optimizing your tax returns

- Ensuring you have a solid estate plan

As I support you through your plan’s implementation, and we make adjustments along the way, we will eventually shift our focus to leaving a legacy for the future and preparing your family to manage generational wealth.

Who is Leo Marte?

My wife and I have three kids and currently reside in Huntersville, NC.

I am a CERTIFIED FINANCIAL PLANNER™, the gold standard of financial planning expertise. 28% of advisors in the U.S. hold this designation. As a fee-only financial advisor, I do not make money on commission for selling products. My advisory services are offered through a flat fee or percentage of assets under management.

Leo Marte 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.

Abundant Advisors provides Christian financial planning and investment advice located in Huntersville, NC; serving clients in Charlotte, NC, and elsewhere with convenient virtual meetings.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Christians
  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Leo Marte 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.

  • National Association of Personal Financial Advisors (NAPFA)
    Leo Marte 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.

  • XY Planning Network
    Leo Marte is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Leo Marte

704-317-8938

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Office Locations:

  • By Appointment
    Huntersville, NC 28078

Abundant Advisors, LLC is a registered investment advisor offering advisory services in the States of North Carolina, Pennsylvania, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AA in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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