Toby Whitby CFP®, MBA
Based in Houston, Toby helps multigenerational families, professionals nearing retirement, and executives with equity compensation coordinate retirement, taxes, charitable giving, estate planning, and other major financial decisions.
Ways to Connect
Who Toby Typically Helps
Multigenerational families, professionals preparing for retirement, pre-retirees and retirees, executives with equity compensation, families navigating generational transitions.
Serving Clients in
Houston • The Woodlands • Sugar Land • West University Place • Memorial • Communities throughout Texas
Available nationwide through virtual meetings
Questions Toby Helps Answer
- How can I prepare for retirement and create sustainable income?
- What tax-planning opportunities should I consider?
- How can charitable giving fit into my plan?
- How can I coordinate estate planning?
- How should executive compensation or a career change affect my plan?
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.
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’s Frequently Asked Questions
Toby wants clients to feel heard and empowered once the planning and investment process begins. He believes a collaborative effort at the beginning of the relationship helps support a strong long-term outcome. Clients can expect Toby to approach the relationship as a partnership in their financial future.
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
-
Five Star Wealth Manager Award
2012, 2014-2026
*for award disclosures and methodology, visit awards & rankings
Awards
-
Five Star Wealth Manager Award
2012, 2014-2026
*for award disclosures and methodology, visit awards & rankings
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