A4 Wealth Advisors, LLC

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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.

Advisory Services are offered through A4 Wealth Advisors, LLC, a SEC Investment Advisor. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. We are on a mission to build a priceless legacy by empowering our team, clients, and families to live a priceless life. We offer fee based comprehensive financial planning that includes:
~Wealth Accumulation
~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:
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• 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.

What does it take to build a Priceless Retirement? For us, it starts with understanding what matters to you.Our four-ste...
10/30/2026

What does it take to build a Priceless Retirement? For us, it starts with understanding what matters to you.

Our four-step Priceless Retirement Plan™ is designed to take you from defining your purpose to building a plan, gaining greater peace of mind and ultimately having the freedom to enjoy the retirement you’ve worked for.

Because in our experience, retirement planning isn't just about reaching a number. It's about what that number allows you to do.

Learn more about the Priceless Retirement Plan™ at https://hubs.ly/Q04CxQxV0.

Today, we’re celebrating the super savers.The people who spent years putting money away, investing for the future and th...
10/28/2026

Today, we’re celebrating the super savers.

The people who spent years putting money away, investing for the future and thinking ahead. As retirement gets closer, we believe saving is only part of the equation. Having a plan for what you’ve built matters, too.

If you’re ready to turn years of saving into a plan for retirement, give us a call at (704) 509-1141.

Five years from retirement? Those five years can go by quickly, especially when retirement is on the other side.We belie...
10/26/2026

Five years from retirement? Those five years can go by quickly, especially when retirement is on the other side.

We believe this is the time to start asking important questions about your income, investments, taxes, Social Security and healthcare. In our experience, the earlier those pieces start working together, the more prepared you can be for the transition ahead.

Are you within five years of retirement? It could be time for a second look at your plan.

A new car has a price tag. The freedom to spend your retirement doing more of what you love? In our experience that’s ha...
10/22/2026

A new car has a price tag. The freedom to spend your retirement doing more of what you love? In our experience that’s harder to put a number on.

At A4 Wealth Advisors, we believe retirement planning should be about more than reaching a number. It should be about helping you build the life that number is meant to support.

What does a Priceless Retirement look like to you?

You’ve spent years working toward retirement. The goal isn’t simply to get there. We believe it’s having the freedom to ...
10/20/2026

You’ve spent years working toward retirement. The goal isn’t simply to get there. We believe it’s having the freedom to enjoy what comes next.

Travel. Family. New experiences. More time for what matters most.

What are you most looking forward to in retirement?

10/14/2026

Does Medicare cover long-term care? What about your doctors when you travel?

In Part 3 of our Medicare FAQ series, Shauntae tackles these important questions and explains why reviewing your coverage each year matters.

Join Shauntae and special guest Mike Mazzoni of OneAmerica Financial for a deeper conversation about Medicare and long-term care planning!

Monday, October 19 | 11:30 AM–1:00 PM
The Hurt Hub at Davidson College, Room 208
Lunch provided!

Interested in joining us? Give us a call to save your seat at (704) 509-1141.

10/13/2026

Still working at 65? Have an HSA? Wondering what happens to your spouse's coverage?

In Part 2 of our Medicare FAQ series, Shauntae answers these questions and more!

Have questions of your own? Join us for our Medicare Lunch & Learn!
Monday, October 19 | 11:30 AM–1:00 PM

The Hurt Hub at Davidson College, Room 208. Lunch is provided!

Interested in joining us? Give us a call to save your seat at (704) 509-1141.

10/12/2026

Turning 65 soon? Medicare can come with a lot of questions.

In Part 1 of our Medicare FAQ series, A4 Wealth Advisors’ own Shauntae Funkhouser, CPRS™, CDFA® breaks down enrollment timing, potential penalties, and the differences between Medicare coverage options.

Want to learn more? Join us for our upcoming Medicare Lunch & Learn!
Monday, October 19 | 11:30 AM–1:00 PM
The Hurt Hub at Davidson College, Room 208
Lunch provided!

Interested in joining us? Give us a call to save your seat at (704) 509-1141.

Just like golf, retirement planning is about playing the long game. It’s about having a strategy, making adjustments alo...
10/08/2026

Just like golf, retirement planning is about playing the long game. It’s about having a strategy, making adjustments along the way, and keeping your eye on where you want to end up.

You may not be able to avoid every bunker, but having the right plan can help you stay on course.

Now THIS is what a Priceless Retirement looks like.One of our clients sent us this photo from Moraine Lake in Banff Nati...
10/07/2026

Now THIS is what a Priceless Retirement looks like.

One of our clients sent us this photo from Moraine Lake in Banff National Park, with his A4 Wealth backpack along for the adventure.
For us, retirement planning has never been just about the numbers. It’s about helping our clients build a life where they have the freedom to enjoy the people, places and experiences that matter most to them.

We love getting a glimpse of those moments, especially when A4 gets to tag along for the journey.Where should the A4 backpack go next?

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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