Thomas Whitby, Partner and Senior Wealth Advisor

Toby Whitby

CFP®

Partner and Senior Wealth Advisor

Houston

“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.

Awards and Recognitions

Five Star Wealth Manager Award (2012, 2014-2026)

*for award disclosures and methodology, visit awards & rankings

In the News

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The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

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.