Our Services

Independent Consulting Services

 

Lucid Advisors, Inc.® offers an array of independent consulting services to retirement plan sponsors and other organizations.

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Our Company

Registered Investment Adviser

 

Lucid Advisors, Inc.® is a registered investment adviser dedicated to providing objective, expert advice – Pure Advice®.

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Contact Us

Contact Retirement & Investment Experts

 

Our expertise is just a click or call away. Contact us so we can help your company with its retirement and investment decisions.

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News & Highlights

Our collaborative and integrated approach is focused on delivering superior long-term success to our clients.

Lucid Advisors Lucid AlertsSM

03/01/24-- Lucid Advisors, Inc. Customer Relationship Summary 03/21/24-- Lucid Advisors, Inc. Form ADV Part II
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Read More About Our Services & Contact Us Today

Focused exclusively on the needs of our clients, we offer a full array of services, from retirement plan consulting funds to employee seminars.

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Contact us today so we can help your company with its retirement and investment decision.

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Lucid Advisors Secure Client Portal

Our client portal is hosted by Morningstar, Inc. an established investment/financial services data provider. Your Client Portal provides account balances, information, reports and serves as a secure file transfer and storage facility.
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