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Financial Planning and Investment Management

~ Raleigh, Durham, 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.

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

Lucid Wealth Planning

Address: 4242 Six Forks Rd, #1550, Raleigh NC 27609 (by appointment only)           

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