Lucid Wealth Planning is a fee-only fiduciary financial planning firm based in Raleigh, NC, offering comprehensive financial planning and investment management services. With a focus on tax planning and risk management, they help clients make well-informed decisions and build wealth through intentional design, while also catering to families interested in social responsibility and sustainable investment strategies.
Founded with the belief that the financial services industry needs to change, Lucid Wealth Planning aims to make a difference by providing truly comprehensive and authentic financial planning. Their experienced and certified financial planning professionals offer honest and transparent planning, always acting in the best interest of their clients. Through the use of technology, they provide simple, efficient, and accessible planning options, including virtual meetings and access to financial plans and investment portfolios via mobile devices.
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