Financial clarity for life's most important decisions.
Our vision is to build a modern financial planning and investment advisory firm. The future of financial advice should be more transparent, more accessible, and more affordable.
Lucid Financial Planning is a fee-only, independent, and fiduciary investment adviser currently in the process of registration. Advisory services will only be offered after registration becomes effective.
“The best way to find yourself is to lose yourself in the service of others”
We are building the most client-centric financial planning firm we can, because it’s how we best express our purpose.
OUR PHILOSOPHY
Modern technology should enhance the advisor-client relationship and provide better services for less cost.
Client-Centric
Clients should benefit from this, not firms.
Clients 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.
ABOUT ERIC DAVIS, CFP®, BFA™
A different kind of perspective.
My career has taken me from professional athletics and NCAA championships, to investment banking and entrepreneurship, to nearly twelve years advising entrepreneurs, executives, and families through life's most important financial decisions.
These experiences reinforced a belief that has only grown stronger over time:
The future of financial advice should be more transparent, more thoughtful, more accessible, and more affordable.
My goal is simple: I find that the greatest purpose in my life is helping others. When I can help people gain clarity, make confident decisions, and build lives that reflect what matters most to them - I feel I am living my purpose.
