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Leo Marte, CFP®, MBA

Helping Christians Manage Money Wisely and Build Generational Wealth

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Abundant Advisors Leo Marte, CFP®, MBA
Huntersville, NC

Serving Clients Nationwide

Helping Christians Manage Money Wisely and Build Generational Wealth

Rated 5.0 out of 5
9 Certified Advisor Reviews™
Rate this Advisor

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm 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 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 building 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.

On a personal note, my wife and I have three kids and currently reside in Huntersville, NC.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors

Primary Location

Huntersville, North Carolina

Video

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

We specialize in helping Christian professionals and entrepreneurs manage their money wisely and build generational wealth. We are a fiduciary, fee-only, and virtual advisory firm, serving clients in Huntersville, Greater Charlotte North Carolina, and across the country.

WHO IS OUR IDEAL CLIENT?

If you are someone who wants to hand over your portfolio and disappear, we are not the best fit. The value in working with a financial advisor is in collaborating and working together to achieve your goals. We are here to reduce complexity in your life. Don’t wait until you are “ready” or “financially savvy” - would you wait until you are an expert chef to take cooking lessons?

We serve as the CFO; your role is to be CEO.

Our best clients are:

✅ Kind people who are pleasant to work with

✅ Responsive when input or action is needed

✅ Willing to delegate the day-to-day management of their portfolio

✅ Trusting that we always act in their best interest

You might not be a good fit to work with us if you:

◾ Prefer to manage investments on your own

◾ Look for high-risk investment strategies (single stocks, options, etc.)

◾ Don’t do your part to make the relationship fruitful

70% of our clients are Christians. Since we are a Christian financial advisory firm, most clients we attract identify as Christians. However, many people who do not identify as Christians share our values. We respectfully serve everyone with the highest competence and professional ethics. Being a Christian is not a requirement to become a client.

Education

Villanova University MBA, Strategic Management, International Business | Gettysburg College, BA, Computer Science

Volunteer Experience

CFP Board, Scholarship Review Panel

Badges

Hobbies and Interests

  • Eating Out
  • Family
  • Movies

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Leo is a great client advocate.

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 30, 2023
I've been working with Leo for the past 2 years as my Financial Advisor. Leo is highly knowledgable, proactive and always looking out for my family and our investment and overall finaicial situation. On numerous occasions, I have asked Leo for his insights on matters that don't squarely fall in his role as my advisor, yet he has willingly assisted. In addition, Leo is highly talented, very trustworthy and very hard-working. I highly recommend Leo as your financial advisor!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John M.
John M.

Faith, Family and Commitment

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 25, 2023
Leo has helped my husband and I with our finances for the past 8 years. He has seen us through countless economic cycles; ups and downs. Watching the market fluctuate as in recent years, Leo added a therapist title to his resume as he talked me through my increasing anxiety. He instilled a sense of confidence in us by explaining in layman terms the system of investing and by listening attentively to our needs. He is incredibly knowledgeable, professional and provides so much more than I would have expected from a financial advisor. He guided us though the process of redoing our wills, end of life plans, our taxes and my recent retirement, where he held my hand through the entire daunting process. Our questions are always answered expeditiously and we trust that our finances and future are in very capable hands. We have known Leo for just about 10 years. From the very beginning, it was clear that Leo's faith in God is at the forefront of his very being. As it is written, if you have faith without love, you have nothing at all. I am proud to say Leo is my son-in-law, married to my daughter and father of my three beautiful grandchildren. Leo is committed to the Lord, to his family, to his clients and to his food. He has faith, love, wisdom and humility. He is ready to serve humbly and he will always do this to the very best of his abilities.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for T. Riches
T. Riches

Trusted Friend, Advisor, & Coach

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 23, 2023
Leo has been a close friend of mine for over a decade. I know him to be a man of integrity, intelligence, and trustworthiness. His financial knowledge paired with his Christian values create him to be a perfect advisor on how we can be great stewards of our financial blessings. I have learned so much from Leo which in turn allows my wife and I to be a blessing to others. I highly recommend Leo to be your personal CFO.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matthew Riddick J.D.
Matthew Riddick J.D.

A Trusted, Compassionate Advisor

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 19, 2023
I have known Leo for years as a work colleague; however, it was only recently that we reconnected to discuss a potential opportunity to pursue a financial advisory relationship. I have been reluctant to work with an advisor because of a prior decision to leave the financial decisions to my spouse. Now that I have taken a more active position in decisions involving my financial future, I needed to find an advisor with whom I could be honest and not feel judged. From our first conversation to our current discussions, Leo has demonstrated an abundance of compassion and patience with me as we collaborate on the financial plan. As someone who shares and embodies Christian values, Leo has given me the much-needed confidence and security I did not think I could achieve in working with a financial advisor. I highly recommend Leo to anyone seeking "wise stewardship."
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for C Gilbertson
C Gilbertson

A True Partner in Securing Financial Futures for Families with Shared Values

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 18, 2023
For more than a decade, Leo has been an invaluable presence in my life as a cherished friend. Our relationship has blossomed into a beautiful connection founded on trust, understanding, and shared values. In the realm of financial guidance, Leo stands out as a beacon of reliability. His advice is a testament to the character and values that have defined our friendship. In an industry where advisors abound, Leo's commitment to family values sets him apart in a league of his own. When it comes to entrusting someone else with the management of my investments, Leo is the unequivocal choice. His dedication to principles that resonate with my own family's ethos is a rare and priceless quality. I am confident that, in my absence, Leo would navigate the intricate landscape of investment decisions with the same care and consideration that he extends to his own family. In a world where financial matters can often be impersonal, Leo's approach is refreshingly personal and aligned with the core values that matter most to family-oriented people like me. His ability to merge financial acumen with genuine care for the well-being of the family unit is a unique and treasured asset. I wholeheartedly endorse Leo as a financial advisor whose character and values seamlessly align with my family's, making him not just a trusted guide but a true partner in securing financial futures for families with shared values.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for José Morillo
José Morillo

Quality of Character

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 18, 2023
I've been friends with Leo for several years now, and I can tell you he has character in spades. In an inconsistent and unpredictable world, Leo is unwavering in integrity, consistency, and wisdom. He works hard not only to be the best financial advisor he can be, but the best person he can be. I trust Leo, and so can you.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris Acheson
Chris Acheson

Financial Advisor and Coach

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 17, 2023
Leo has been our financial advisor for two years now and has helped us significantly through our life planning. As wealth accumulators and small business owners, he’s not only helped us get on track with our financial goals, but he’s also been our advisor and coach for some critical business decisions. We’ve appreciated his thoughtful advice which has made an impact on our financial health.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for E. Edwards
E. Edwards

A Personal CFO You Can Trust

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 17, 2023
I can confidently say that working with Leo has been a game-changer for our financial stability and future planning. When I first connected with Leo in September 2023, I was navigating a maze of financial options and feeling the sting of some unsuccessful investments I made after relying on online resources. Leo's approach immediately stood out during our discovery call. His wealth of knowledge, technical expertise, and consultative nature made it clear that he wasn't just another advisor but a personal CFO we needed. Two years into our partnership with Leo, the transformation in our financial outlook has been remarkable. My wife and I now have a strong sense of confidence in our financial decisions. Leo's guidance has been instrumental in steering us towards a more secure and fruitful future. Beyond the numbers, Leo's approachability and ease in communication have made every interaction pleasant and productive. His newsletter The Bible Money Journal - https://www.linkedin.com/newsletters/the-bible-money-journal-7016442957129990144/, shares insights on God & Money and our relationship with money. This is an enlightening newsletter which offers perspectives beyond the conventional financial realm and this is a great starting point if you want to learn more about Leo's expertise and how would be partnering with him in your finances. I wholeheartedly recommend Leo to anyone seeking a financial advisor who not only possesses expertise but also understands the individual's financial starting point. His commitment to crafting a robust financial strategy tailored to building wealth sets him apart. With Leo, you're not just getting an advisor; you're gaining a partner dedicated to your financial success.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Munya Choga
Munya Choga

Honesty and Integrity

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 14, 2023
I've known Leo for over ten years now, and I can't say enough good things about him. He is the most knowledgeable and professional financial planner I've ever met. He is always up to date on the latest financial trends and regulations, and is always willing to go the extra mile to help his clients. If you are looking for a planner that you can trust and will empower you to make the best financial decisions, look no further.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for J.C. Sheridan
J.C. Sheridan
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