Leo Marte
CFP®, MBA
Abundant Advisors, LLC
President
Leo Marte
CFP®, MBA
Abundant Advisors, LLC
President
I Help Christian Professionals Manage Their Money Wisely and Build Generational Wealth. - Leo Marte, CFP®, MBA
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
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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.
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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.
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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.
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Leo Marte is Interviewed on WSPA News: "Travelers endure long lines at CLT Airport during holiday travel weekend amid discovery of new COVID-19 variant"
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Leo Marte is Quoted on Barrons: "Here’s How to Invest in a Roth IRA to Maximize Its Potential Returns"
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Leo Marte is Quoted on Barrons: "A Loophole Makes ‘529’ Plans Good Wealth Transfer Tools. Here’s How to Use Them."
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Leo Marte is Quoted on Kiplinger: "What to Make of Bitcoin"
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Leo Marte is Quoted in MarketWatch: "Financial advisers walk a fine line in casual conversations between talking shop and talking too much shop"
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Leo Marte is Quoted on CNN.com: "Should you rent or buy a home? Ask yourself these 3 questions"
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Leo Marte is Quoted on CNBC: "If you have student loans, it may affect your ability to buy a home—here’s how"
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Leo Marte is Quoted on CNBC: "Don’t buy a home just because interest rates are low—here are 4 things to consider first"
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Leo Marte is Quoted on Yahoo Finance: "How To Stick To Healthy Financial Habits All Year Long"
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Leo Marte is Quoted in AP News: "Millennial Money: How to nail a no-spend month"
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Leo Marte is Quoted on Savvy Money: "Should you save more right now (in the pandemic) or pay down debt?"
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Leo Marte is Quoted in ThinkAdvisor: "10 Favorite Investing Books: Advisors' Advice"
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Leo Marte is Quoted in MarketWatch: "Now that Tesla has joined the S&P 500, know these 3 things before investing"
Contact Leo Marte
Office Locations:
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By Appointment
Huntersville, NC 28078