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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 via zoom)

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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we provide services throughout the Triangle including Raleigh NC, Durham NC, Wake Forest NC, and everywhere else via virtual engagement meetings (zoom).

Ready To See How We Can Make a Difference Together?

Learn About Our Firm