Donna M. Wood| CPA/PFS, CFP®
Wood Smith Advisors
- Women's Financial Concerns
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- High Net-Worth Clients
Haymarket, VA 20169
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Donna Wood is a Haymarket, VA Fee-Only Financial Planner serving Haymarket, Gainesville, and the entire Northern VA and DC areas. Wood Smith Advisors specializes in providing objective financial planning and wealth management to help clients build, manage, grow, and protect their assets through life's transitions. Donna Wood is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Donna Wood specializes in financial planning and wealth management/investment advisory services, focusing on life financial planning for entrepreneurs and women. A Certified Public Accountant/Personal Financial Specialist (CPA/PFS) and Certified Financial Planner™ (CFP®), she brings more than 30 years experience in business management, financial planning and financial consulting to her clients. Donna has also earned a certificate from the American College on Special Needs Financial Planning. Located in Haymarket, Virginia, she serves clients in Prince William, Fauquier, Loudoun and Fairfax counties, the DC Metro area, and nationwide.
Donna is a strong advocate for the benefits of financial planning and wealth management. She enjoys the continuous learning that this profession provides, and as a CPA, provides the practical and objective insights that apply to each individual she works with. Her membership in professional associations including the American Institute of CPAs (AICPA) Personal Financial Planning section (PFS); The Certified Financial Planners Board of Standards (CFP®), and the National Association of Personal Financial Advisors (NAPFA) enables her access to industry standards of excellence. The continuing education and ethical requirements of these organizations provide their clients with the most current financial, legal and tax implications of planning.
Attending the University of Michigan, she received her BBA and her experience includes work for KPMG, a global accounting firm. She has held numerous finance, administration and executive management positions in Fortune 500, mid-size and startup companies.
She is the mother of two and actively mentors two children by marriage. Donna eagerly engages with school children and young adults on financial literacy education.
Donna is an avid golfer, and enjoys being involved in the community; including serving as the immediate past president of the Haymarket Gainesville Business Association. She helped found a local Toastmasters club, and actively participates in The Executive Women's Golf Association DC Metro Chapter, where she served as chapter president and is a league captain. She is a member of Dominion Women's Club. Donna is active in her church and volunteers for Friends of Homeless Animals and Rainbow Riding Center.
Wood Smith is a comprehensive Wealth Management, Financial Planning and Investment Advisory firm serving Haymarket and Northern Virginia, as well as the DC metro area. We partner with clients to achieve financial goals through education, planning and implementation.
We focus on women, entrepreneurs and individuals with complex financial situations, providing objective and competent advice, education and services to help them develop and build their businesses and reach their financial goals.
We believe in a relationship-oriented approach and customized solutions. You benefit from having concerned professionals invested in your success.
Wood Smith Advisors, a Registered Investment Advisor (RIA), is a fee-only financial services firm that partners with its clients to simplify their financial lives. We do this by providing all areas of Financial Planning, Wealth Management and Financial Consulting services.