Leo Marte (CFP®, MBA)

Leo Marte focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

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.

Talk to Leo

NAPFA Start Date

November 12, 2020


This Office

11730 Journeys End Trl Huntersville, NC 28078-2379 Phone: (704) 317-8938