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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Master of Business Administration - Strategic Management and International Business
Bachelor of Arts - Computer Science
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.