Lucid Wealth Planning LLC
Financial Advising
Why pick this one
Lucid Wealth Planning LLC is a fee-only fiduciary firm offering comprehensive financial planning and investment management in Raleigh, NC and surrounding areas.
Best for
- individuals seeking comprehensive financial planning
- healthcare, academic, and social wellness professionals
Look elsewhere if
- looking for low-cost, quick services
- seeking firms accepting new clients
Specialties
- comprehensive financial planning
- tax planning
- investment management
Certifications
- Certified Financial Planner™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Chartered Special Needs Consultant (ChSNC®)
- Behavioral Financial Advisor (BFA®)
What makes them different
- fee-only fiduciary
- technology-driven client access to financial plans
- open communication available 9am – 8pm ET on weekdays
- comprehensive personal and tax planning integrated
- Serves
- Raleigh, NC, Durham, NC, Wake Forest, NC
Distilled from this business's own website.
Contact & Location
- Address
- 1780 Heritage Center Dr, Wake Forest, NC 27587-3981
- Phone
- +19194950936
- Website
- https://lucidwealthplanning.com/
- jeffrey@lucidwealthplanning.com
Services
- financial advising