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Fee-Only | Fiduciary | Independent CFP®

Comprehensive Financial Planning

& Investment Management


Building Wealth Through Intentional Design



From student loans to social security elections

Improving Every Important Financial Decision You Make


Lucid Wealth Planning LLC (“LWP”) is a fee-only fiduciary providing comprehensive financial planning, investment management, and educational resources with emphasis on sustainability and social responsibility. If your goal is make well-informed decisions on all financial matters, whether it be as a young family in your 30's or preparing for retirement, we'll be there for every important financial decision you make.

RALEIGH, NC | DURHAM, NC | WAKE FOREST, NC | Nationally (Virtual)


Why We're Here Raleigh, NC Lucid Wealth Planning

Why We’re Here

The truth is, we've come to develop a cynical view of the financial services industry.

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What We Do

As a fiduciary planning firm, our goals are pretty simple.

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Who We Are

Did you know anyone can call themselves a financial planner or financial advisor?

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How We Do It

We invest heavily in technology to ensure simple, efficient, and accessible planning for busy professionals.

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Our office is in Raleigh NC, however we provide services throughout the Triangle including Durham NC, Wake Forest NC, and everywhere else via virtual engagement meetings.


Ready To See How We Can Make a Difference Together?

Learn About Our Firm