William Medcalf (CFP®)
William Medcalf focuses in the
following client markets or areas of practice:
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Hourly
- Millennials
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Hourly
- Millennials
Planning Specialties
William Medcalf, CFP®, Senior Financial Planning Associate, 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.
NAPFA Start Date
July 18, 2025
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