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
The truth is, we've come to develop a cynical view of the financial services industry.
Who We Are
Did you know anyone can call themselves a financial planner or financial advisor?
How We Do It
We invest heavily in technology to ensure simple, efficient, and accessible planning for busy professionals.
we provide services throughout the Triangle including Raleigh NC, Durham NC, Wake Forest NC, and everywhere else via virtual engagement meetings.
Ready To See How We Can Make a Difference Together?