facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Offering Financial Planning Services

For 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