LUCID WEALTH PLANNING

Almost all of this, unfortunately, falls under an umbrella of self-interest. We believe industry needs to change and Lucid Wealth Planning was created to be the catalyst. Like you, we're here to make a difference in the world. While we were founded in the Raleigh area, we anticipate our impact to carry far and wide... As a fee-only fiduciary, we provide comprehensive financial planning and investment management with an emphasis on tax planning and risk management in all aspects of personal finance. Our clients benefit from making well-informed decisions with consistency, and we maintain expertise in working with families interested in social responsibility and sustainable investment strategies... we provide services throughout the Triangle including Raleigh NC, Durham NC, Wake Forest NC, and everywhere else via virtual engagement meetings (zoom).

Also known as: Lucid Wealth Planning LLC

Primary location: Wake Forest United States