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®, Financial Advisor, began his career with Wiser Wealth Management in 2023. With a strong focus on creating comprehensive financial plans and providing exceptional client service, William has a passion for helping clients achieve their financial goals.
William holds a Bachelor of Science in Financial Planning from the University of Georgia. During his time at UGA, he actively participated in the Student Financial Planning Association and participated in Reformed University Fellowship as a Shepherding Team leader. While pursuing his degree, William gained practical experience through multiple financial planning internships. These experiences further solidified his desire to pursue a career in financial planning.
In his free time, William enjoys boating with his family on Lake Lanier. He and his wife Abby reside in Woodstock.
