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Keep it Simple,
Retire Happy

Serving Dallas-Fort Worth, Texas


Discover How

Your Partner in 401(k) Advising

For Law Firms & Small Businesses


9M Investments is a fee-only registered investment adviser based in Grapevine, Texas. Our goal is to provide you with straightforward 401(k) guidance towards a secure financial future for both you and your team. We enjoy partnering with DFW business owners who, like us, strive to do the best for both their families and businesses.

We work closely with small business owners and plan sponsors to establish and manage their 401(k) plans. As your hands-on partner, we’ll also sit down with your participants, offering personal financial advice to keep them on track towards their goals.

Many 401(k) Advisors Disappear Once a Plan is Implemented

We Are There For You & Your Employees Year-Round


Here’s a Bit About What to Expect When Partnering With Us:

Financial Industry Dallas-Fort Worth, TX 9M Investments

We pull back the veil on the industry.

We’ll give you insight into the industry that most others won’t—keeping everything from our fees to our solutions simple, easy to understand and oriented towards your success.

You can lean on us Dallas-Fort Worth, TX 9M Investments

You can lean on us.

In serving as a fiduciary, our recommendations are legally required to be in your best interest. We take on responsibility for you, helping your small business stay protected and thriving.

Understanding who you are Dallas-Fort Worth, TX 9M Investments

Understanding who you are is our approach.

That goes for you as well as your team. We enjoy crafting solutions centered on the goals and life circumstances of both you and your employees.


Providing Diligent Support

To Identify the Right Next Steps for Your Small Business

You juggle many moving parts to keep your business organized and running smoothly. We’re dedicated to taking as much as we can off your plate while helping you and your team get more out of your 401(k) plan.

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New to Our Firm?

Meet Jacob Millican