Wood Smith Advisors
Fee Only Financial Planning and Investment Advisory firm serving the greater Franklin, TN area including Williamson, Davidson, and Cheatham counties, as well as clients in the Northern Virginia/ Washington D.C. Area and U.S. Citizens worldwide.
Donna Wood is a Franklin, TN fee-only financial planner. Wood Smith Advisors provides comprehensive financial planning, wealth management, and financial consulting to help entrepreneurs, estate beneficiaries and women organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Donna Wood is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Donna Wood specializes in financial planning and wealth management/investment advisory services, focusing on life financial planning for women, entrepreneurs and people with complex planning needs. 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 citizens nationwide.
Donna is a fiduciary, and 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.
Donna received her BBA from the University of Michigan 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.
An avid golfer and a dog lover, Donna is currently a "pack leader" of 5 rescued dogs. She enjoys being involved in the community; including serving as the past president of the Haymarket Gainesville Business Association. She is a Rotarian with the Manassas Rotary and is active in her church. She helped found a local Toastmasters club, and actively participates in The LPGA Amateur Golf Association where she served in the past as the Chapter President for the DC Metro Chapter.
Donna Wood is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Wood Smith is a comprehensive Wealth Management, Financial Planning and Investment Advisory firm serving Franklin, TN as well as Northern Virginia and 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Women’s Finances
- Comprehensive Financial Planning
- Investment Management
- Financial Independence Planning
- College Education Planning
- Single, Widowed, Divorced or Married Women
- Business Owners and Executives
- Retirees and Near Retirees
- Sudden Money Situations
- Growing Families
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
Donna Wood is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Donna Wood is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Donna Wood is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Donna Wood is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Donna Wood
By Appointment Only
Franklin, TN 37064