# MONEYBYLISA LLC

MONEYBYLISA LLC is a RIA based in Washington, DC.

## Overview

- **Organization type:** RIA
- **Headquarters:** Washington, DC
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** https://moneybylisa.com
- **LinkedIn:** https://www.linkedin.com/company/lisa-whitley

## Regulatory record

- **CRD number:** 324148
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324148

## About

MoneyByLisa LLC is an investment adviser domiciled in the District of Columbia. Lisa Whitley, an Accredited Financial Counselor (AFC®) and Chartered Retirement Planning Counselor (CRPC®), offers one-on-one counseling on personal finance matters including spending and saving, retirement and financial independence, debt management, higher education costs, and major life transitions. Guidance is based on mindfulness, flexibility, and simplicity.

## People

- Lisa Whitley — Accredited Financial Counselor (AFC®) and Chartered Retirement Planning Counselor (CRPC®)

## Questions

### Where does MONEYBYLISA LLC operate?

No geographic footprint or office location is publicly documented. The firm's registration status or domicile is not confirmed.

## Related profiles

- [Gibson Monroe Wealth Advisors](https://altss.com/profile/gibson-monroe-wealth-advisors)
- [Financial Planning Northwest](https://altss.com/profile/financial-planning-northwest)

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Last updated: 2026-08-11T15:07:26.757Z

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