Donnie Roberts

CFP®

Partner and Senior Wealth Advisor

Houston

“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.

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.

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.

Personal Pursuits

Donnie and his wife have resided in the Woodlands for over 25 years, where they raised two children. During his off time, he enjoys cooking, hiking, fishing, shooting sporting clays, and supporting local artists.

Community Impact

Professionally, he is involved with the Financial Planning Association of Houston (serving as President and Chairman), Silver Fox Advisors, a pro-business/entrepreneur group serving southeast Texas (served as President and Chairman), Houston Estate and Financial Forum, and was a board member for Woodway Financial Advisors, A Texas Trust Company, prior to joining Mission Wealth. His local community involvement currently includes the Sleep In Heavenly Peace Montgomery County Chapter, which builds beds for children, and the Texas Prison Entrepreneurship Program (PEP), which teaches business and character skills to Texas inmates.

In the News

What Are Non-Qualified Stock Options (NSOs), and How Are They Taxed?

Non-qualified stock options (NSOs) can be a valuable form of equity compensation, but exercising them may trigger significant taxes and cash-flow needs. Learn how NSOs work, when they’re taxed, and strategies to help maximize their value while managing investment and tax risk.

Trump Accounts Explained: Should You Contribute Beyond the $1,000 Government Deposit?

Learn how Trump Accounts work, who qualifies for the $1,000 government contribution, contribution strategies, tax rules, and how they compare to 529 plans.

Selling Your Business in 2026? Start Planning for What Comes After the Sale

Selling your business in 2026? Learn how tax, estate, investment, and liquidity planning before an LOI can help protect your wealth after closing.

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.