Donna Wood

CPA/PFS, CFP®

Wood Smith Advisors

Financial Advisor

Donna Wood

CPA/PFS, CFP®

Wood Smith Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Donna Wood, CPA/PFS, CFP®

Fee Only Financial Planning and Investment Advisory firm based in Haymarket, Northern Virginia serving the Entire Washington D.C. Area and U.S. Citizens worldwide.

Donna Wood is a Haymarket, VA fee-only financial planner. Wood Smith Advisors provides comprehensive and objective financial planning to help clients 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 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.

Donna Wood is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Women’s Finances
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Donna Wood is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    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.

  • CPA - Certified Public Accountant
    Donna Wood is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact Donna Wood

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Office Locations:

  • 3841 Clifton Manor Pl
    Haymarket, VA 20169

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