Five Star award winner John B. Balcerzak, CFP®

PROFESSIONAL PROFILE

Contact Me

John B. Balcerzak, CFP^®

Founder, Managing Member, Investment Advisor Representative

A4 Wealth Advisors, LLC

16140 Northcross Dr

Huntersville, NC 28078

Office: 704-509-1141

info@a4wealth.com
www.a4wealth.com

Professional Approach

John has 22+ years of experience serving his clients' and the local community. His philosophy is to work with honesty and integrity every day and to offer exceptional customer service. He pays close attention to each client’s specific situation, listens to their needs, works closely with them, and tailors a plan suited to their goals. John has an ongoing and everlasting relationship with nearly all of his clients'.

John has built a reputation for providing trustworthy, well-researched advice to his clients. He uses a proprietary planning model that allows him to create a highly customized plan to meet each investor’s needs.

A4 Wealth Advisors, LLC was founded in 2008 as a full-service financial services firm built on a foundation of trust and respect. Over the decades, it has remained at the forefront of providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth. A4 Wealth Advisors has a tradition of excellence that has helped establish and maintain its good name in the community over the years.

The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience. John believes in a proactive approach to wealth management to minimize risks and provide greater opportunities.

See Accomplishments

Click to access BrokerCheck

Financial Planning and Investment Advisory services are offered through A4 Wealth Advisors, LLC - a North Carolina Registered Investment Advisory Firm. Insurance products are offered through A4 Insurance Solutions The aforementioned companies are affiliated.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,488 Charlotte area wealth managers were considered for the award; 103 (7% of candidates) were named 2020 Five Star Wealth Managers. 2019: 1,346 considered, 129 winners; 2018: 1,342 considered, 104 winners; 2017: 949 considered, 132 winners; 2016: 873 considered, 227 winners; 2015: 1,822 considered, 277 winners; 2014: 6,776 considered, 409 winners; 2013: 1,694 considered, 280 winners; 2012: 1,083 considered, 267 winners