advisor

Leo Marte, CFP®, CKA®

advisor

President

Abundant Advisors

Areas of Concentration

Comprehensive Financial Planning

Insurance Planning

Investment Management

Retirement Planning

Education Planning

Wealth Transfer

Estate Planning

Legacy Planning

Retirement Income Management

Social Security Planning

Tax Planning

Faith Based Investing

Description

I am passionate about helping Christians steward their wealth with wisdom and purpose through faith-based financial planning and investment management. After years in Corporate America, I felt called to create a firm dedicated to serving believers by aligning their financial decisions with biblical principles. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor®, I provide personalized, fee-only services, ensuring that every strategy—whether in investing, tax planning, or estate planning—reflects both sound financial stewardship and God’s purpose for your life.

At Abundant Advisors, I work with high net worth Christian professionals and families to navigate financial challenges while building a legacy of faith and integrity. My approach includes values-aligned investment management, tax-efficient strategies, and comprehensive financial planning, all designed to help you honor God with your resources. Based in Huntersville, NC, I serve clients locally and virtually, providing high-touch, personalized guidance. Let’s work together to create a financial plan that not only grows your wealth but also furthers God’s kingdom.
Licensed in these states: NC, PA

Employment & Regulatory History

broker check

Office Location

Abundant Advisors

By Virtual Appointment Only

Huntersville, NC 28078

Find on Map

Contact the Advisor

First Name

Email

Phone (required)

Phone

State/Province

Brief description of your needs