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Frequently Asked Questions

Financial Planning & You

Do I Really Need Financial Planning?
How Is LWP Different From Other Financial Companies?
What If I Already Work With a Financial Advisor?

Our Clientele

Do I Need to Be a Professor Or Healthcare Professional to Partner With Lucid Wealth?
Do I Need to Live in the Raleigh - Durham Area, or North Carolina?


What Is Your Asset Minimum?
How Much Will This Cost Me?
How Are You Compensated?

Our Background

What Is Your Education?
How Do I Know We Will Be a Good Fit For Each Other?
What Products Do You Sell?
Are You a Fiduciary?


What Is Your Investment Philosophy?
How Do You Implement Changes to My Investments?

Getting Started

How Can I Get Started?

Have a Question You Don’t See Here?

Ask Us Anything