Donnie Roberts CFP®
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
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?
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’s Frequently Asked Questions
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
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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor