A complete list of active advisors currently associated with Lucent Wealth Planning, LLC

Warmer can help you find a great advisor at Lucent Wealth Planning, LLC or one who fits your needs even better.

Lucent Wealth Planning provides wealth management, discretionary investment management, financial planning and consulting for individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm prepares written investment policy statements, monitors portfolios on an ongoing basis, and implements strategies using mutual funds, ETFs, individual securities and third‑party managers. The firm’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold orientation that emphasizes asset allocation, diversification and low‑turnover, passively oriented funds—notably Dimensional Fund Advisors’ mutual funds—and uses tools such as Monte Carlo simulation for planning and asset‑allocation analysis. For fixed income, LWP commonly delegates management to a third‑party fixed income manager and may retain legacy individual securities for tax or personal reasons. The brochure discloses practices that are less common among peers: LWP may employ short‑term margin borrowings and invest clients in alternative funds or instruments that utilize derivatives (options, futures, short sales), each of which introduces additional leverage and liquidity risks. Operationally, the firm relies on a formal back‑office and sub‑advisory relationship with Focus Partners for fixed income management, trade processing and succession planning, a structural arrangement highlighted in the disclosure.

To learn more about the advisors currently working at Lucent Wealth Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.