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Fiduciary | Fee-Only | Independent CFP®

Comprehensive Financial Planning 

& Investment Management

for Healthcare, Academic, and Social Wellness Professionals

It’s Easier To Lift Others Up

When You’re Standing On Solid Ground

Lucid Wealth Planning LLC (“LWP”) is a fee-only fiduciary dedicated to helping healthcare, academic and social wellness professionals make well-informed decisions on all financial matters. We provide financial, behavioral, and educational resources through comprehensive financial planning and investment management with emphasis on sustainability and social responsibility. 


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?

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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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While our office is in Raleigh NC, 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