William Medcalf, CFP®, Financial Advisor
The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.
William Medcalf, CFP®, joined Wiser Wealth Management in 2023. He is dedicated to building comprehensive financial plans and delivering exceptional client service, with a passion for helping individuals and families achieve their long-term financial goals.
William earned his Bachelor of Science in Financial Planning from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™ professional. Before joining Wiser Wealth Management, he gained valuable experience working with Registered Investment Advisors, brokerage firms, and tax preparation services.
At UGA, William was actively involved in the Student Financial Planning Association, the Volunteer Income Tax Assistance (VITA) program, and the ASPIRE Clinic, where he served as a Financial Service Provider. He also served as a Shepherding Team Leader with Reformed University Fellowship.
Outside of work, William enjoys spending time outdoors and reading. He and his wife, Abby, live in Woodstock with their daughter.
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