Financial clarity for life's most important decisions.
Lucid is a modern financial planning and investment advisory firm.
The future of financial advice is more transparent, more accessible, more comprehensive, and more cost efficient.
Let’s bring your financial life into focus.
OUR PHILOSOPHY
Modern technology enhances the advisor-client relationship and allows for exceptional services for less cost.
Modern design
You should benefit from these costs efficiencies.
You should feel as prepared to make important financial decisions as possible.
Clarity
This requires a combination of financial rigor in analysis & modeling and the wisdom gained through lived experience.
Intentionality
Committed to being independent, local, and employee owned.
Because relationships matter, independence matters, investing in community matters.
LUCID IS BUILT FOR TODAY'S WORLD
Modern efficiency should benefit you.
Technology has transformed nearly every profession over the past decade. Financial advice should be no different.
Modern technology allows us to deliver exceptional advice and investment management options, more efficiently.
In today’s world, you should be the beneficiary of technology’s enhanced service offerings and cost efficiencies due to better design.
THIS IS WHAT A MODERN FEE STRUCTURE LOOKS LIKE
Flat Fee Financial Planning
$5,800 flat fee*
Efficient Investment Management
0.35% AUM
Cost savings remain invested, helping compound your family's long-term wealth over time.
*The fee may be higher if you are a business owner, have a complex legal estate, own private or illiquid investments, own multiple rental properties, or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call.
YOU AREN’T OUR CLIENT, YOU ARE OUR PARTNER
Better decisions begin with greater awareness.
Working with Lucid begins with a human partnership
together, we define what matters and navigate the tradeoffs
because lived experience brings wisdom to financial decisions.
That partnership is strengthened by modern technology
that integrates financial planning, modeling, and investment management
because data and technology provide the science behind sound decisions.
MEET THE FOUNDER
Eric Davis, CFP®, BFA™
I've spent the past 11 years helping entrepreneurs, business owners, and families navigate life's most important financial decisions.
But my path to financial planning hasn’t been linear - it has included professional skiing, coaching NCAA Championship winning teams, investment banking, entrepreneurship, and years teaching meditation—experiences that shaped a simple belief: better decisions begin with greater awareness.
At Lucid, my goal is to bring clarity to complexity so clients can make confident financial decisions and build lives that reflect what they value most.
We work with thoughtful people at every stage of their financial life.
WHO WE PARTNER WITH
Entrepreneurs
Business Owners
Executives
Professionals
Families
HOW WE PARTNER TOGETHER
A partnership built for clarity and confidence.
Discover
We begin by understanding your goals, values, and the decisions that matter most.
Plan
Together, we develop a personalized financial strategy built around your life and long-term goals.
Implement
We put your plan into action, coordinating investments and the key pieces of your financial life.
Adapt
As life changes, we continue to refine your plan so it stays aligned with your goals.
