9M Investments

At 9M Investments, we are dedicated to providing exceptional financial planning and investment management services to individuals, families, and small businesses. Our commitment to excellence has earned us a reputation as a trusted fee-only registered investment advisor, based in Grapevine, Texas. Our team, led by founder and Five Star Wealth Manager Jacob Millican, is passionate about helping clients achieve their financial goals through customized plans that protect assets, minimize taxes, and ensure efficient transfer to the next generation.

A Personalized Approach to Financial Planning

We understand that every client is unique, with different financial circumstances and goals. That's why we take the time to build customized plans that are tailored to meet the specific needs of each client. Our approach is centered on transparency, with clear and easy-to-understand fee structures, and a dedication to being a financial fiduciary, ensuring that all our recommendations are in the best interest of our clients.

Expertise in 401(k) Plan Management and Investment Strategies

With over 20 years of experience in investment management, tax planning, and estate planning, we offer a depth of expertise that sets us apart. Our 401(k) plan management services are designed to help clients maximize their retirement savings while minimizing risk. We also provide a range of investment strategies, including the use of structured notes, to help clients achieve their financial objectives.

What Our Clients Say

Don't just take our word for it. Our clients have shared their satisfaction with our services, praising our responsiveness, expertise, and commitment to their financial success. Whether it's providing a "can-do" approach to financial planning, being a "hands-on expert, " or offering "honest and upfront" advice, we strive to exceed our clients' expectations.

How We Can Help You

If you're looking for a financial partner who will work tirelessly to understand your financial situation, set clear goals, and implement a customized plan to achieve them, then 9M Investments is here for you. Our door is always open, and we invite you to contact us to discuss how we can help you secure your financial future.