Lucid Wealth Planning LLC is a Registered Investment Adviser (RIA) that operates on a fee-only basis, meaning it is compensated solely by its clients and does not receive commissions for selling financial products. The firm's mission is to bring clarity and confidence to its clients' financial lives through personalized and comprehensive financial planning. They specialize in serving young professionals, particularly in the tech industry, and growing families by addressing key areas such as investment management, retirement planning, tax strategies, and goal setting.

Founded in

United States