“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently. “ - Warren Buffett
Donnie Roberts serves as a Partner and Senior Wealth Advisor at Mission Wealth. Over the past 20+ years, Donnie has focused on providing personalized services to successful business owners, executives, professionals, and their families in financial planning, investment management, tax mitigation, estate and trust services, and charitable giving. Â
Additionally, he has extensive knowledge of executive benefits, retirement accumulation, distribution analysis, and, more recently, the personal purpose process. Every relationship is built around the needs of the individual, and success is measured by client satisfaction and attainment of goals. Â
Learn About Donnie Roberts
Professional Background
With over 25 years of financial experience, Donnie is a seasoned professional with operational knowledge in estate planning and administration, small business owner/senior executive compensation planning, retirement withdrawal strategies, and charitable planning. Donnie was a trust officer and advisor with Woodway Financial Advisors / Westwood Trust, an independent trust company for 23 years before joining Logic Capital in the fall of 2020.
Donnie holds a Bachelor in Business Administration degree in Economics from Sam Houston State University and the CERTIFIED FINANCIAL PLANNER™ designation.
Logic Capital merged with Mission Wealth in January 2025.Â
Personal Pursuits
He and his wife, Dixie, reside in the Woodlands and have two active teenagers. When Donnie is not watching their children’s sporting activities, he enjoys hiking, biking, fishing, sporting clays, local Texas music artists, and cooking.
Community Impact
Donnie is active with various non-profit boards and organizations in the Houston area, including the Financial Planning Association of Houston (past chairman), Silver Fox Advisors (past chairman), and Sleep in Heavenly Peace, Inc. – Montgomery chapter.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.