Client Login - Fidelity Investments

Serving Haymarket, Prince William County, Gainesville, Northern Virginia, Washington DC metro and surrounding areas.


Wood Smith is a comprehensive Accounting, 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 Associates is a Public Accounting Firm that specializes in tax planning and preparation, business advisory and accounting services for small to mid-sized businesses, executives, estates and trusts. 

Example client companies include: 

  • Horse Breeding Operations
  • Commercial Real Estate Investors
  • Funeral Homes
  • Restaurants
  • Professional Services
  • Real Estate Professionals
  • Contractors
  • Temporary Staffing Agencies
  • Commercial Cleaning Business
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Wood Smith Advisors, a Registered Investment Advisor (RIA), is a fee-based firm providing financial planning, investment advice and portfolio management to its clients.

Financial Planning may be comprehensive, or focused on specific areas such as independence, estate, philanthropy, education and business succession.  Hourly consulting is also available.

Investment Advisory and Portfolio Management Services are established based on our clients' defined goals, suitability of investments, tolerance for risk, and time horizon.  Portfolios are monitored for performance against these standards.

Wood Smith Advisors works with Fidelity Investments as the custodian for its clients' investment accounts. 

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Donna M. Wood
CPA/PFS, CFP ®
Send Email
703-753-8222
WOOD SMITH ADVISORS LLC
WOOD SMITH ASSOCIATES LLC
P.O. Box 250 : Haymarket, VA 20168
info@woodsmithassociates.com
Susan K. Smith
CPA
Send Email
703-753-4947

Haymarket CPA : Northern Virginia CPA : Prince William County CPA : Investment Advisor Virginia

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