Hi,
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.
So what does it look like to work with me?
As a hard-working Christian professional, you can access 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 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. Only 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.
Leo Marte, CFP®, MBA
Founder & Senior Financial Advisor