Your Partner in Planning & Investment Management
For individuals, Families, & Small Businesses
9M Investments is a fee-only registered investment adviser based in Grapevine, Texas. Our goal is to provide you with straightforward investment and planning guidance towards a secure financial future for both you and your family. We enjoy partnering with investors who, like us, strive to do the best for both their families and businesses.
We work closely with individuals and families using a planning first approach to investment management. Building non-correlated long-term portfolios with your financial goals being the driver. As your hands-on partner, we’ll continue to monitor and adjust to those needs, offering tailored advice specific to your goals.
Many Advisers Disappear Once a Plan is Implemented
We Are There For You Year-Round
Here’s a Bit About What to Expect When Partnering With Us:
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.
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 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 family.
Providing Diligent Support
To Identify the Right Next Steps for Your Family
You've spent a lifetime building your nest egg. I don't take lightly the responsibility that comes from protecting that nest egg. Let me juggle the many moving parts of investment management built with your goals in mind. Our success as an adviser/client will be built on communication. Having clear goals and strategies based on your comfort level and built for the long term.
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