On January 28, 2025, Logic Capital Management, a premier financial advisory firm in Houston, Texas, managing over $400M of assets, merged with Mission Wealth Management, LP. This merger marked the first partnership for Mission Wealth in 2025 and the largest integration for the firm to date. Mission Wealth is thrilled to add Logic’s founder, Toby Whitby, and Senior Wealth Advisor, Donnie Roberts, as the firm’s 50th and 51st equity partners.

Logic Capital Management, known for its tailored financial planning and investment management services, has been a trusted partner to individuals, families, business owners, and professionals in Houston Metro since 2006. Joining Toby and Donnie as part of this exciting merger are Wealth Advisor, Paige Guinn, and Senior Client Service Representative, Mallory Blanton. Paige and Mallory are key members of the Logic Capital team who have proven instrumental in providing exceptional service to their clients. Their expertise, combined with Mission Wealth’s robust resources, ensures a smooth integration and an enhanced client experience.