A4 Wealth Advisors, LLC

A4 Wealth Advisors, LLC A4 Wealth Advisors, LLC is a full-service financial services company that is focused on serving the

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.

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.

01/16/2026

From all of us at A4 Wealth Advisors, happy New Year! 🎉 Thank you for the trust you place in us as we help you pursue a life and legacy that reflect your values and priorities. We look forward to partnering with you in the year ahead to bring even more clarity and confidence to your financial journey.

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.

We loved seeing so many furry friends at our Doggie Day event! Check out our pictures here and tag us in or send us your...
08/27/2025

We loved seeing so many furry friends at our Doggie Day event! Check out our pictures here and tag us in or send us your own as well!

https://jennybrightphoto.pixieset.com/a4wealthdoggyday/

Fee-based financial planning and investment advisory services are offered by A4 Wealth Advisors, LLC a Registered Investment Advisor an SEC investment advisor. Insurance products and services are offered through A4 Insurance Solutions. A4 Wealth Advisors LLC and A4 Insurance Solutions are affiliated companies

A4 Wealth Advisors, LLC is excited to introduce the newest member of our team, Cory, who joins us as a Service Advisor. ...
08/07/2025

A4 Wealth Advisors, LLC is excited to introduce the newest member of our team, Cory, who joins us as a Service Advisor. We can’t wait for everyone to get to know him.

Last Thursday, our A4 Wealth Advisors team and clients came together for a fun evening at the Charlotte Knights game. No...
08/04/2025

Last Thursday, our A4 Wealth Advisors team and clients came together for a fun evening at the Charlotte Knights game. Not even a rain delay could dampen our spirits!

Don’t forget our shred event is tomorrow! In our office parking lot . 16140 Northcross Drive Huntersville 10am-12pmRain ...
04/25/2025

Don’t forget our shred event is tomorrow! In our office parking lot .
16140 Northcross Drive Huntersville
10am-12pm
Rain or shine.
Staples are ok, bindings and clips need to be removed.
No minimum or maximum to shred.

We’re feeling incredibly grateful to have the opportunity to attend and learn at the  !It has been an inspiring couple o...
04/10/2025

We’re feeling incredibly grateful to have the opportunity to attend and learn at the !
It has been an inspiring couple of days filled with fresh insights, powerful strategies, and amazing people who are all working to grow and serve at the highest level.

Thank you to the organizers and speakers for pouring into us—we’re excited to bring what we’ve learned back to our clients and community!

*Live a Priceless Life*

Shauntae Funkhouser, CPRS - LKN Finance LadyTriad Partners

Shauntae Funkhouser, CPRS - LKN Finance Lady
02/14/2025

Shauntae Funkhouser, CPRS - LKN Finance Lady

Thank you to all of our amazing clients who joined us at our holiday party! Your presence and support made the evening e...
12/19/2024

Thank you to all of our amazing clients who joined us at our holiday party! Your presence and support made the evening extra special. We truly appreciate each and every one of you and look forward to continuing our partnership in the coming year. Wishing you all a joyful holiday season and a successful New Year!

Here is the link for pictures taken at the event.

https://jennybrightphoto.pixieset.com/a4wealthchristmasparty2024/

Happy Holidays from your A4 Wealth Team!
12/18/2024

Happy Holidays from your A4 Wealth Team!

Take advantage of the perks offered to people 50 and older as you make plans for retirement travel.
08/23/2024

Take advantage of the perks offered to people 50 and older as you make plans for retirement travel.

Take advantage of the perks offered to people 50 and older as you make plans for retirement travel.

Our goal is to help you meet your financial planning needs through a comprehensive process designed to encompass key are...
08/21/2024

Our goal is to help you meet your financial planning needs through a comprehensive process designed to encompass key areas of your financial life. https://a4wealth.com/

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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