Portrait of Toby Whitby

Toby Whitby CFP®, MBA

Partner and Senior Wealth Advisor

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

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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?

What Clients Say About Mission Wealth

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.

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 Whitby, Partner and Senior Wealth Advisor

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

Request an introduction to Toby Whitby.

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

Request an introduction

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Our team.
Meet the experts in your corner.

Meet the full team

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

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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Request an introduction
to Toby Whitby.

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