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Financial Planning and Investment Management

~ Raleigh NC, Wake Forest NC, and Beyond ~

Lucid Wealth Planning LLC, a fee-only financial planning firm dedicated to helping those that believe deeply in the betterment of the world around them. As a fiduciary, our service promotes unbiased financial planning with emphasis on environmental, social, and governance sustainability.

We serve clients in Raleigh NC, Wake Forest NC, Durham NC, and virtually throughout the United States.

Get started today by filling out the form below or scheduling a meeting.

Lucid Wealth Planning

Address: 1780 Heritage Center Dr, Suite 201, Wake Forest NC 27587 (by appointment only)           

Phone: (919) 495-0936
Email: Jeffrey@lucidwealthplanning.com