Lucid Wealth Planning LLC (“LWP”) is a fee-only financial planning firm dedicated to helping those that believe deeply in the betterment of the world around them, and who believe their impact can make a difference. We provide financial, behavioral, and educational resources through comprehensive financial planning and investment management with emphasis on sustainability and social responsibility. Our fiduciary oath, coupled with our passion for improving the lives of others, is the driving force behind LWP. While our office is in Raleigh North Carolina, we provide services throughout the Triangle including Durham NC, Wake Forest NC, and everywhere else via virtual engagement meetings.
Raleigh, NC | Durham, NC | Wake Forest, NC
It’s Easier To Lift Others Up
When You’re Standing On Solid Ground
At Lucid Wealth Planning, our goal is simple. We want to make the world a better place by providing resources like comprehensive planning and sustainable and socially responsible investing to those who have a greater impact on humanity.
Why We’re Here
The truth is, we've come to develop a cynical view of the financial services industry.
How We Do It
We invest heavily in technology to ensure simple, efficient, and accessible planning for busy professionals.
~We Help Those Who Are~
Working 50+
Hour Weeks
Growing Their Family
Interested In Environmental, Social, and Governance Sustainability
Tackling Student Loan Debt
Impacting The World Through Their Profession
Ready To See How We Can Make a Difference Together?