Leo Marte, CFP®, CKA®, MBA
Specialties
Christian Professionals & Executives
High Net Worth Individuals and Families
Inheritance & Sudden Wealth
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About Leo
Firm
Bio
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 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.
As a fee-only financial advisor, I am not compensated by commissions from selling products. My services are provided through a percentage of assets under management or flat fees, ensuring that my interests are aligned with yours.
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!
Address*
Huntersville, NC 28078
*Also works virtually