Hi,
My name is Leo Marte, and I am passionate about helping Christians unlock the abundant possibilities that come with wise, faith-based financial stewardship. After years of working in Corporate America, I felt the Lord calling me to step out in faith and create a firm that serves believers like you. My mission is to provide financial planning and investment advisory services grounded in biblical principles, helping you align your wealth with God’s purpose for your life.
What Does It Look Like to Work with Me?
As a hard-working Christian professional, you have opportunities to earn a great income, enjoy generous benefits, and build wealth. But you also face the pressures of office politics, the temptation of prestige, and the struggle to stay focused on what truly matters. I can help you navigate these challenges and ensure that your financial journey aligns with your faith by:
• Assessing your financial goals and needs in light of Biblical principles. "Commit to the Lord whatever you do, and he will establish your plans." (Proverbs 16:3)
• Creating and implementing a financial plan and investment portfolio that honors God and reflects your values. “But seek first his kingdom and his righteousness, and all these things will be given to you as well.” (Matthew 6:33)
• Preparing and optimizing your tax returns, ensuring compliance while being a good steward. “Give to everyone what you owe them: If you owe taxes, pay taxes; if revenue, then revenue; if respect, then respect; if honor, then honor.” (Romans 13:7)
• Ensuring you have a solid estate plan that leaves a legacy of wisdom and abundance for future generations. “A good person leaves an inheritance for their children’s children, but a sinner’s wealth is stored up for the righteous.” (Proverbs 13:22)
As we implement your plan, we’ll also focus on preparing your family to manage generational wealth, passing on not just financial assets but a legacy of faith, integrity, and stewardship.
More About Me and The Firm
My wife and I are blessed with three children and currently reside in Huntersville, NC. I am a CERTIFIED FINANCIAL PLANNER™ Professional, a designation held by only 28% of financial advisors in the U.S. This certification represents my commitment to the highest standards of financial planning expertise. 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.
As a Certified Kingdom Advisor® (CKA®), I am deeply committed to upholding biblical financial principles in everything I do. I aim to help my clients steward their resources wisely, using money as a tool for God’s work on earth and building a lasting legacy for their families and communities (Luke 16:11). I am also a proud member of the Christian Financial Advisors Network.
Abundant Advisors is based in Huntersville, NC, and we proudly serve clients in Charlotte, NC, and beyond through convenient virtual meetings. Whether you’re just starting your financial journey or you’re looking to optimize your wealth, I’m excited to guide you with biblical wisdom and a heart for stewardship.
Leo Marte, CFP®, CKA®
Founder, Senior Financial Advisor