Donnie Roberts CFP®

Partner and Senior Wealth Advisor

Based in Houston, Donnie helps individuals and families coordinate complex assets, survivor needs, tax considerations, estate decisions, and long-term family goals

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Donnie Typically Helps

Business owners and families with private company interests, individuals with concentrated stock or significant land holdings, surviving spouses, heirs and beneficiaries, multigenerational families needing ongoing guidance

Serving Clients in

Houston • The Woodlands • Sugar Land • Galveston • Beaumont • San Antonio • Communities throughout East Texas and the Texas Gulf Coast

Available nationwide through virtual meetings

Questions Donnie Helps Answer

How can I coordinate concentrated stock, land, and private-company interests?
What should I prioritize financially after losing a spouse?
How can I support heirs and beneficiaries through major decisions?
How can I integrate tax and estate considerations?
How can I align complex assets with my family goals?

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

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.

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, Partner and Senior Wealth Advisor

Donnie’s Frequently Asked Questions

What should I expect when I begin working with Donnie as my financial advisor?

New clients can expect frequent conversations focused on understanding their current situation, family goals, and available paths forward. Donnie may meet with clients monthly early in the relationship while the plan is being developed and important decisions are addressed. Once both the client and advisory team feel the strategy is progressing appropriately, the meeting frequency may adjust based on the client’s ongoing needs

Will I work directly with Donnie, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Donnie if I live outside Houston or my situation is not listed above?

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

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.

Request an introduction to Donnie Roberts.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Donnie Roberts and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction