9M Investments, LLC
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
Note: Appointment Required
About us
9M Investments | Personalized Financial Planning & Investment Management
At 9M Investments, we specialize in helping business owners, near-retirees, and legacy-minded families take control of their financial future with confidence and clarity. As a solo advisory firm led by Jacob Millican, we offer highly personalized financial planning, tax-efficient retirement income strategies, and access to private and alternative investment opportunities - all tailored to your specific goals.
We also partner with estate attorneys and corporate trustees to improve outcomes for trust clients, blending compliance with customized investment solutions.
Whether you're planning your next chapter or helping manage generational wealth, we're here to simplify complexity and bring peace of mind to the financial decisions that matter most.
Located in Grapevine, Texas - Serving clients locally and nationwide.
| Tags | investment management, financial advisor, investments, estate planning, tax planning, investment selection and monitoring, wealth manager, investment manager, private investments, alternative investments, tax strategy, tax optimization, comprehensive financial planning, portfolio mangement, customized portfolio management, retirement planning, income planning, Personalized financial strategies, Legacy planning, Financial consulting |
| Services | Financial security solutions, Retirement goal analysis, estate planning, High-net-worth financial planning, roth conversions, RMDs, Financial goal setting, Long-term wealth planning, Estate tax strategies, Charitable giving strategies, comprehensive financial planning, Asset allocation strategies, Wealth preservation, Education savings plans, income needs, insurance planning, Retirement income strategies, retirement planning, Roth IRA guidance, social security options, Succession planning, 401 (K) plan management, plan oversight, Tax-efficient investments, Investment portfolio diversification |