A4 Wealth Advisors, LLC

A4 Wealth Advisors, LLC We are on a mission to build a priceless legacy by empowering our team, clients, and our families to live a priceless life.

We are a group of passionate and experienced financial service professionals committed to maintaining our focus on the development and preservation of all four asset classes (Financial, Intellectual, Social and Human), so our clients and their families achieve more clarity, balance and confidence in their lives. We offer fee based comprehensive financial planning that includes:
~Wealth Accumulati

on
~Wealth Preservation
~Retirement Planning
~Estate Planning
~Long-Term Care
~Life Insurance Planning

Social Media Terms of Use
Welcome! The purpose of this site is to share ideas and invite discussion, but to ensure that you and all other visitors can enjoy our page, we ask that you follow our clear and simple Terms of Use. By using this site, you agree that you have read and accepted our Terms of Use. Facebook's Statement of Rights and Responsibilities

By using Facebook, you are accepting the policies and practices of Facebook's "Statement of Rights and Responsibilities," as the same may be amended from time to time. For more information about these policies, please visit: https://www.facebook.com/terms.php. Terms of Use
All pages and applications created for A4 Wealth Advisors, LLC and its affiliates are intended for the purpose of discussing A4 Wealth Advisors, LLC activities, products, and initiatives. All comments, links, images, videos and other type of material posted ("User Content") are welcome, but must comply with these Terms of Use and Facebook's Statement of Rights and Responsibilities. By posting on this site you acknowledge and agree that:
• You are responsible for the content that you post.
• Your comments and any User Content do not necessarily reflect the opinions or ideas of A4 Wealth Advisors, LLC, its affiliates or its employees (collectively, A4 Wealth Advisors, LLC).
• A4 Wealth Advisors, LLC does not verify the accuracy of information posted by others on this site, and A4 Wealth Advisors, LLC does not endorse or necessarily agree with any public opinions, statements, or comments made on this site.
• All content posted by A4 Wealth Advisors, LLC on this site is the exclusive property of A4 Wealth Advisors, LLC, and is protected by copyright, trademark, and other applicable laws.
• By posting on this site, you grant A4 Wealth Advisors, LLC unrestricted, nonexclusive, royalty-free, perpetual, irrevocable and fully sub-licensable right to use such material in any way A4 Wealth Advisors, LLC sees fit.
• Our linking to other sites does not mean we endorse their content, and use of any third party sites is at your own risk.
• The materials on this site are not intended to provide legal, tax, financial, or other professional advice. Please contact your legal, tax, or financial professional for guidance about your individual situation. User Content
When using this site, please remember to:
• Be kind and respectful of others and do not defame, libel, ridicule, mock, disparage, threaten, harass, intimidate, abuse, bully, trick, defraud or mislead other users. Do not make any offensive or inappropriate comments that are connected to race, religion, social class, ethnicity, national origin, gender, gender identity, sexual orientation or disability.
• Avoid posts that are threatening, confidential, fraudulent or that use profanity or any other obscene, indecent, pornographic, sexual or otherwise objectionable content or language.
• Avoid posts that break any laws, violate any of Facebook’s rules or that encourage others to do so.
• Avoid posts or comments that can be perceived as promotion or advertising of a product, company or service.
• Be yourself and do not attempt to impersonate any other party or disguise the source of the information you submit.
• Safeguard privacy and avoid providing or soliciting personal information that could be used to identify, track, contact or impersonate you or another person.
• Respect the privacy and choices of others. A4 Wealth Advisors, LLC reserves the right to remove any posts that violate these requirements. Site Updates
A4 Wealth Advisors, LLC reserves the right to:
• Modify the contents of this site at any time, but we have no obligation to update any information on the site, or to notify you of changes to the site.
• Block or otherwise prohibit any person from accessing any of our social media pages for any reason whatsoever. We also reserve the right to remove posts, links, and other content at any time in our sole discretion. Privacy Statement
A4 Wealth Advisors, LLC hosts this site but we are not affiliated with Facebook. As a result, your privacy on this site is governed by Facebook’s policies and practices, as referenced under “Facebook’s Statement of Rights and Responsibilities,” above. If you allow certain information to be available in your Facebook privacy settings, A4 Wealth Advisors, LLC may use this information to understand and improve its site use. Examples of information we may use are the dates and times of your visits to our site. Employee Use
A4 Wealth Advisors, LLC employees and contractors who use the site are reminded that such use is governed by A4 Wealth Advisors, LLC "Social Media Guidelines." Contact Us
To contact us please visit A4 Wealth Advisors, LLC, 6140 Northcross Drive, Huntersville, North Carolina 28078, 888-949-7475. We may at times provide links to articles or websites that a provided by third parties. We believe these sources to be reliable, but accuracy and completeness cannot be guaranteed by A4 Wealth Advisors, LLC and its affiliates. It is being provided for informational purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet your particular needs. The information on this site is being provided as a general source of information only and is not intended to offer you specific financial guidance. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that A4 Wealth Advisors, LLC companies, its affiliated companies, and their representatives and employees do not give legal or tax advice. Before you make any decisions regarding your financial situation, please consult a financial professional or tax/legal professional to discuss your individual circumstances and objectives.

Join us in celebrating Cory & Zac and their work anniversaries with A4 Wealth Advisors! We’re grateful for the experienc...
08/27/2026

Join us in celebrating Cory & Zac and their work anniversaries with A4 Wealth Advisors! We’re grateful for the experience, dedication, and care they bring to our team and, most importantly, to the families we serve.

Here’s to another great year ahead! Help us congratulate Cory & Zac in the comments.

If you’re thinking about retiring sometime soon, you might have a lot of questions. We’re here to help you make that tra...
08/26/2026

If you’re thinking about retiring sometime soon, you might have a lot of questions. We’re here to help you make that transition as smooth as possible.

Swipe through to get answers to three important questions that you may be considering as you approach retirement.

What questions do you have about retirement? Drop them in the comments.

Markets change. Our dedication to keeping our clients informed doesn’t.At A4 Wealth Advisors, we believe in getting the ...
08/25/2026

Markets change. Our dedication to keeping our clients informed doesn’t.

At A4 Wealth Advisors, we believe in getting the right people in the room and creating opportunities for meaningful conversations about what’s happening in the markets and what it could mean for your financial future.

We’re grateful to our guest speakers from Barnabas and Citibank for joining our team and sharing their perspective on today’s market environment.

We don’t want to keep these types of conversations to ourselves. We have an upcoming dinner seminar this Thursday, August 27, and we’d love to invite you in the room with us to talk about High-Net-Worth retirement planning.

Would you like to join us? Comment “DINNER” below and we’ll send you the details.

Growth doesn’t happen because you feel ready—it happens because you’re willing to be uncomfortable long enough to become...
08/25/2026

Growth doesn’t happen because you feel ready—it happens because you’re willing to be uncomfortable long enough to become confident. 💙
That’s a lesson Shauntae Funkhouser, CPRS™, CDFA®, knows firsthand—and one she shares with other women building their careers.
As an Investment Advisor Representative with A4 Wealth Advisors, LLC and owner of Lake Norman Finance & Divorce Consultants, Shauntae helps individuals and families navigate some of life’s biggest financial decisions. At the heart of her work is a belief that financial planning is personal—not transactional—and that understanding someone’s “why” matters just as much as understanding the numbers.
We’re proud to feature Shauntae in our August Women in Leadership issue and celebrate her commitment to helping others move forward with greater knowledge, confidence and independence.

We’re proud to share that our A4 Wealth Advisors founder John B. Balcerzak has been named a 2026 Five Star Wealth Manage...
08/24/2026

We’re proud to share that our A4 Wealth Advisors founder John B. Balcerzak has been named a 2026 Five Star Wealth Manager Award winner.

For our team, recognition like this is meaningful because it reflects something we work toward every day: providing the families we serve with thoughtful guidance and a high standard of care.

Congratulations, John, and thank you to the clients and community who continue to place their trust in A4 Wealth Advisors.

Disclosure: 2026 Five Star Wealth Manager award. Award issued 06/12/2026 by Five Star Professional for the evaluation period 09/10/2025 through 04/01/2026. Five Star Professional created and tabulated the rating using a self-completed questionnaire and an evaluation based on 10 objective eligibility and evaluation criteria, including regulatory and complaint history review, client retention rates, client households served, and education and professional designations. 2,254 Charlotte-area wealth managers were considered; 74 (3% of candidates) were named 2026 Five Star Wealth Managers. No fee was paid to be considered for or placed on the Five Star Wealth Manager list. A fee was paid for use of marketing materials. The rating is not related to the quality of investment advice.

08/21/2026

We’re proud of how much our team has grown!
In 2026, we’ve welcomed five new members to the A4 Wealth Advisors team. When you work with A4, you’re not relying on just one person.

You have a team committed to understanding your goals, helping you navigate important financial decisions, and building a future with greater clarity, confidence and purpose.

Do you want to learn more about our team? Visit https://hubs.ly/Q04tJHqB0.

We’re proud to celebrate A4 Wealth Advisor’s own Shauntae Funkhowser for being featured in the August issue of Currents ...
08/20/2026

We’re proud to celebrate A4 Wealth Advisor’s own Shauntae Funkhowser for being featured in the August issue of Currents Magazine as part of its Women in Leadership special section.

At A4 Wealth Advisors, leadership is about more than professional accomplishment. It’s about showing up for clients, strengthening our community, and helping the people around us move forward with greater confidence.

We’re happy to spotlight Shauntae’s embodiment to that commitment, and we’re grateful to have her on the A4 Wealth team.

Help us congratulate Shauntae in the comments!

01/16/2026

In observance of Martin Luther King Jr. Day, A4 Wealth Advisors, LLC will be closed on Monday the 19th.
We will resume normal business hours on the 20th. If you have any needs during this time, please feel free to leave us a message at 704-509-1141 or send an email to [email protected], and we will respond as soon as possible after we return.
We hope you enjoy a meaningful holiday as we honor Dr. King’s legacy.
Warm regards,
A4 Wealth Advisors, LLC

Fee-based financial planning and investment advisory services are offered by A4 Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance products and services are offered through A4 Insurance Solutions. A4 Wealth Advisors, LLC and A4 Insurance Solutions are affiliated companies.
This content is for informational purposes only and does not constitute financial advice.

Address

16140 Northcross Drive
Huntersville, NC
28078

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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