About Our Founder, William 'Bill' Heidig
Early leadership roles in the development of competency standards for the profession that promoted financial advisor independence and consumer protection started with the Certified Financial Planner™ designation Bill earned in 1984. The CFP designation is now the industry standard for financial advisors.
Educational Background:
- The Pennsylvania State University, B.S. Accounting (1977)
- College for Financial Planning, CFP® (1984)
- Widener University, MBA (1993)
Business Experience:
- 1999 to present Fiscal Wise, Inc. Media, PA
- 2007 to 2008 Wescott Financial Advisory Group, LLC Philadelphia, PA
- 1997 to 2005 Swarthmore Financial Advisors, Ltd Media, PA
- Business Activities: Member of NAPFA and The Philadelphia Securities Association.
FiscalWise provides 'best solutions' so that each client's unique financial interests are addressed, optimized and the results monitored. A strong experience and education, accented with our valuable partners, has enabled FiscalWise to provide extremely valued insights, perspectives and tremendous wisdom, in a truly client-centric financial advice format. In the spirit of earning the trust of clients through personal integrity, confidentiality and superb attention to detail in both financial matters and personal situations, we invite you to explore Bill's professional and personal experiences that help shape the way FiscalWise assists our clients.
Explore:
Youth Sports Manager and Coach
The Manager and coach are to be leaders. They hold a poison of trust and responsibility in a program that deals with a sensitive and formative period of a child’s development. A manager and coach should have understanding, patience and the capacity to work with children and be able to inspire respect. Above all, there is a need to realize that they help shape the physical, mental and emotional development of young people. If the kids have fun and view the sport as a positive experience, they will want to come back. Always speak with a positive attitude full of encouragement and praise. Practices are to be exciting using creative activities instead of boring drills. It is important to focus on the attributes that make us all better and provide guidance that allows better future results. William T. Heidig, CFP® has coached youth sports and guided adult clients in the same fashion toward kind, insightful and interactive instruction and life lessons.
Additional Notes:
- Youth Sports Media Little League Manager and Coach
- Youth Sports Meida Hoops Basketball Coach, Boys ages 7 to 12
- Youth Sports Rose Tree Media Soccer Coach, Boys ages 5 to 8
Jaycees, Lancaster, PA - Financial Planning Chairman
The United States Junior Chamber (Jaycees) gives young people between the ages of 18 and 40 the tools they need to build the bridges of success for themselves in the areas of business development, management skills, individual training, community service, and international connections. The Jaycees were established in 1920 to provide young adults opportunities to develop personal and leadership skills through service to others. William T. Heidig, CFP® was active in Jaycees and led the Financial Planning Teaching efforts for the Jaycees in the Lancaster, PA community in the early 1980’s.
Honors/Awards:
Presidential Award of Honor (1983)
Upper Providence Township, Delaware County, Ethics Committee
The function of the committee was to receive and investigate complaints of violations of the township ethics policies and to refer matters to the appropriate person or agency for further action under existing laws. Willim T. Heidig, CFP® was member of the ethics committee bringing his practical insights, guidance and CFP® derived ethics to the board.
Upper Providence Township, Delaware County, Comprehensive Plan Committee
Through a combination of technical analysis and community input, the plan addressed a variety of community issues including environmental, development of residential and mixed-uses zones, and the maximization of land use, job creation, and the improvement of the daily life of residents. A series of public meetings and workshops were held throughout the planning process. Those who live in, work in, or care about Upper Providence Township Delaware County, were invited and encouraged o attend, share their ideas, and participate in creating the Comprehensive Community Plan. William T. Heidig, CFP® was a leader and initiator of the process that was used to gather, interpret and decide among the many considerations and choices to bring this plan to life.