wiseradvisor


Leo  Marte, CFP®, MBA
Abundant Advisors

Tel: 704-317-8938
Available by Appointment
Huntersville, NC 28078
Abundant Advisors | Financial Advisor in Huntersville ,NC

About Leo  Marte

Leo began his career in the financial services industry in 2008. Before founding Abundant Advisors, he was an Advisor Manager in the high net worth advice practice at Vanguard. Leo holds an MBA in Strategic Management and International Business from Villanova University and a B.A. in Computer Science from Gettysburg College. He is a CERTIFIED FINANCIAL PLANNER.

Leo often saw inadequate communication, fear of spending, and poorly executed wealth transfers become obstacles for clients to enjoy their life to the fullest. He was motivated to start Abundant Advisors to combine two of his main passions in life - his faith and sound financial advice. He wanted to offer advice infused with biblical wisdom to help clients change their family tree.

Leo is an avid reader of news, history, personal finance, science, and the Bible in his free time. He enjoys spending time with his wife and kids. They live in Huntersville, NC, and are actively involved in their local church.


About Abundant Advisors

Abundant Advisors was founded in 2020 by Leo Marte. We strive to make wealth more than money by combining biblical wisdom with the best of the financial planning profession. We exist to empower our clients to live abundantly. To accomplish this, we offer ongoing comprehensive financial planning and investment management services. As a fee-only registered investment advisory (RIA) firm, we are only compensated by our clients directly and never through commissions. We are legally bound to act in our clients' best interests as fiduciaries at all times.

We are located north of the City of Charlotte, North Carolina, in Huntersville, serving clients locally and across the country virtually. We are not bounded by geography and use the latest videoconferencing, messaging, and planning technologies to help clients regardless of location. We work with them to identify opportunities, manage risk, minimize taxes, optimize spending, and successfully grow and transfer wealth.

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General Information

Firm Start Year:   2020
No.of Employees:   1
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   NC
Number of Years with Current Firm:   1
Work Experience:   President, Abundant Advisors (Aug 2020 - Present)

Vanguard (Jul 2009 - Aug 2020) Led a team of CFP® professionals within Vanguard Personal Advisor Services®, who managed investment portfolios and relationships for high net worth clients with assets exceeding $1 million. Total assets under management exceeded $2 billion.
Foreign Languages Serviced:   English, Spanish
Advisory Services Provided:   401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Wealth Management

Services

Investment Types:   Mutual Funds, Stocks, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Via Phone, Video Conference

Firm Information

Assets Managed by Firm:   $1,000,000

Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $1 Million
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   1%
Minimum Fee Charged for Managed Accounts:   $1,250 per quarter

Education

Master of Business Administration - Strategic Management and International Business  Villanova University - Villanova, PA
01/01/2011-12/31/2012

Bachelor of Arts - Computer Science  Gettysburg College - Gettysburg, PA
01/09/2005-05/30/2009

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Disclaimer

Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at(704) 317-8938 if there is any change in your financial situation, needs, goals, or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from AA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM

Communities Served

We are located north of the City of Charlotte North Carolina
in Huntersville serving clients locally and across the country virtually.

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