A complete list of active advisors currently associated with Abundant Advisors, LLC

Warmer can help you find a great advisor at Abundant Advisors, LLC or one who fits your needs even better.

Abundant Advisors works with mass‑affluent, high‑net‑worth, and ultra‑high‑net‑worth individuals and families, providing discretionary investment management and ongoing comprehensive financial planning. The firm also offers tax preparation support and estate‑planning coordination as part of its client service tiers. The adviser constructs client‑specific investment policies and implements strategies grounded in fundamental analysis and Modern Portfolio Theory, combining passive ETFs and active funds where appropriate. Portfolios are managed on a discretionary basis with attention to tax efficiency and regular reviews to align allocations with client goals and risk tolerances. Compared with many peers, the brochure discloses the firm’s use of endorsements and client testimonials in advertising and an active program of seminars, webinars, online courses, and paid speaking engagements. It also highlights an institutional relationship with its custodial platform that provides technology, model‑marketplace tools, and other support services, and notes the availability of in‑house or third‑party tax‑preparation services; the firm’s materials also indicate it does not serve individual, non‑high‑net‑worth retail clients.

To learn more about the advisors currently working at Abundant Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Leonard Marte	Huntersville, NC	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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