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Keep it Simple
Retire Happy

Serving Dallas-Fort Worth, Texas and Beyond

Discover How

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.

We believe that the best way to manage your investments is to start with a plan. We'll work with you to understand your financial goals and create a portfolio that is tailored to your specific needs. We'll also monitor your investments and adjust your portfolio as needed. We'll be your hands-on partner, and we'll always be available to answer your questions and help you make the best decisions for your financial future.

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:

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 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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Meet Jacob Millican