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John & Anne Finally have a

Tax-smart retirement Plan

They started by getting a Free Retirement Assessment

Free Retirement Assessment

Your Partner in Retirement Planning & Investment Management

For individuals, Families, & Small Businesses

9M Investments is a fee-only registered investment adviser based in Grapevine, Texas. We are committed to providing our clients with the highest quality of investment and retirement planning advice. We believe that everyone deserves to have a secure financial future, and we are here to help you achieve your goals. We enjoy working with clients who share our commitment to excellence, and we look forward to partnering with you on your financial journey.

What Do Clients Say?

Why 9M Investments?

We Are There For You Year-Round

Experts in helping investors to lower taxes, invest smarter, and maximize income.

Financial Industry Dallas-Fort Worth, TX 9M Investments

Transparent Pricing

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

Financial Fiduciary

In serving as a fiduciary, our recommendations are legally required to be in your best interest. We take on responsibility for you, helping your plan stay on course and thrive.

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

Customized approach.

 We enjoy crafting custom solutions centered on the goals and life circumstances of both you and your family.

Providing Diligent Support

To Identify the Right Next Steps for Your Family

You've worked hard to build your nest egg, and you deserve to feel confident that it's in good hands. I'm here to help you protect and grow your assets, and I'll work closely with you to develop a customized investment plan that meets your specific needs. I'll keep you informed of my progress and make adjustments to your plan as needed. Together, we'll build a strong foundation for your financial future.

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New to Our Firm?

Meet Jacob Millican