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Leo Marte | Financial Advisor

Profile img for Leo Marte, financial advisor at Abundant Advisors
Huntersville, NC
Leo Marte
Financial Advisor
Abundant Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
My name is Leo Marte. I love helping Christians unlock the possibilities that come with wise stewardship. 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, and what is Abundant Advisors? 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. Abundant Advisors provides Christian financial planning and investment advice located in Huntersville, NC; serving clients in Charlotte, NC, and elsewhere with convenient virtual meetings.
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Specialties and Expertise

9
Cash Flow Analysis
Tax Preparation
College Planning
Philanthropic Planning and Giving
High Net Worth Planning
Ultra High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction

Clientele

10
Inheritors
Retirees
Startup Employees
Ultra High Net Worth Individuals
Tech Employees
Corporate Executives
High Net Worth Individuals
Wealthy Families
Business Owners
Software Engineers

Credentials and Designations

2
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Certified Financial Planner™

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Master of Business Administration

Education

2
Villanova UniversityM.B.A. in Strategic Management and International BusinessYear Obtained: 2012
Gettysburg CollegeB.A. in Computer ScienceYear Obtained: 2009
Quick Facts About Leo
Years of Experience:16 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

Flat Fee
AUM

Proof of License

BrokerCheck
SEC Profile
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Huntersville, NC
Leo Marte
Financial Advisor
Abundant Advisors
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Advisor Disclosure
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.