Lucid Wealth Planning LLC

Fiduciary | Fee-Only | CFP®

We offer comprehensive financial planning and investment management with emphasis on sustainability and social responsibility. If your goal is to make well-informed decisions, whether it be as a young family in your 30's or preparing for retirement, we'll be there every step of the way.

Our goal is simple; make the world a better place by providing comprehensive planning and sustainable investing to those who have a greater impact on humanity.

Our services include:                                                     

Comprehensive Financial Planning & Wealth Management

Our focus is to help you achieve financial freedom; we offer continuous financial planning, full transparency, and exceptional technology to support your experience. We focus on every aspect of your financial life, from employee benefits and tax efficiency to retirement planning and student loan management.

Investment Management

Investment strategies based on your goals, investor psychology, existing holdings, tax bracket, and numerous other factors. Offered as either a stand-alone service or a compliment to financial planning (reduced fee schedule).

Precise Planning (Hourly-Based)

Precise Planning is for those that feel comfortable managing their family's financial wellness but need expertise in specific areas such as an investment review, student loan analysis, and retirement planning.

To find out more, please visit our website at


Advisors at this Office


This Office

1780 Heritage Center Dr Ste. 201 Wake Forest, NC 27587 Phone: (919) 495-0936

Primary Office

1780 Heritage Center Dr Ste. 201 Wake Forest, NC 27587 Phone: (919) 495-0936