“The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one.” ― Mark Twain
Toby Whitby serves as a Partner and Senior Wealth Advisor at Mission Wealth. He assists clients with their financial planning and investment advisory needs based on a foundation of honesty and trust. Toby truly cares about helping clients achieve their financial goals while providing peace of mind throughout the journey.
He believes being a trusted advisor to individuals and families is an honor and a privilege.
Learn About Toby Whitby
Professional Background
With over 35 years of financial experience, Toby is a seasoned professional with extensive knowledge in investment management, retirement savings, and distribution strategies as well as estate and charitable planning. After working as an Executive Consultant, Toby started his first advisory firm in 1996, Houston Advisors, LLC. He founded Logic Capital Management in 2006 and was the President until Logic merged with Mission Wealth in January 2025.
Toby earned a Master's in Business Administration in Finance and a Bachelor's in Business Administration degree in Financial and Personal Financial Planning from Baylor University. In 2007, Toby completed the Harvard Kennedy School’s Investment Decisions and Behavioral Finance Executive Education curriculum.
He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Personal Pursuits
Toby is a husband, father, and now grandfather who loves to travel with the love of his life, where they enjoy exploring new destinations and making new friends. He is also a super fan of the Arsenal Football Club.
Community Impact
A proud third-generation native Houstonian, Toby has served on various financial industry and charitable advisory boards, church committees, and homeowner's associations, as well as coached many baseball and soccer teams.
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.