9M Investments
Retire Smarter. Invest with Purpose.
Tax-smart strategies. Transparent advice. A personalized approach to long-term financial security.
★★★★★ 2025 Five Star Wealth Manager | Independent Financial Advisor in Grapevine, Texas
For individuals, Families, & Small Businesses
Your Partner in Retirement Planning & Investment Management
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. Our plans are built to protect assets, minimize taxes, and the efficient transfer to the next generation. We build customized plans for each client based on their goals. Working together to make sure they enjoy their retirement.
What is to 9M Investments
Retirement and Investment Planning Rooted in Trust and Integrity
Located in Grapevine, Texas, 9M Investments helps individuals, families, and small business owners across the state create clear, confident financial plans. As a fee-only fiduciary, we provide objective, personalized advice designed to reduce taxes, grow assets, and protect your future.
Our Services
Strategic Planning. Confident Retirement. Trusted Partnership.
Comprehensive Financial Planning
We guide you through a full financial planning process, including budgeting, savings, investment allocation, insurance reviews, tax strategy, estate coordination, and more. Every plan is built around your goals, values, and timeline.
401(k) and Retirement Plan Management
We offer active, transparent 401(k) and employer-sponsored plan oversight to help participants make informed decisions and improve retirement outcomes. We also partner with business owners to strengthen their plans and reduce fiduciary liability.
Why 9M Investments?
We Are There For You Year-Round
Experts in helping investors to lower taxes, invest smarter, and maximize income.
Transparent Pricing
We’ll give you insight into the industry that most others won’t—keeping everything from our fees to our solutions, easy to understand and oriented towards your success.
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.
Customized Approach
We enjoy crafting custom solutions centered on the goals and life circumstances of both you and your family.
Case Study
Protecting Assets and Capturing Growth:
A Structured Note Case Study
Protection of assets is core to what we do for clients. In this case study we are highlighting the use of a structured note focused on growth. This was a structured note we used with a new client that came aboard in October 2022. In this case study our new client had suffered losses through most of 2022 and could not stomach any more. But they also knew that they didn’t want to miss any upside as the markets recovered. So this is how we were able to accomplish both of the goals of downside protection and upside opportunity.
Goals
Protection & Upside
- $100% Protected structured growth note. No downside risk.
- $15.1% Call premium at 1-year. Taking advantage of market volatility
- $1:1 Upside participation. When markets rebound, no caps or limits.
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. We are here to protect your assets, minimize taxes, and the efficient transfer to the next generation. We’ll work closely with you to develop a customized investment plan that meets all three goals. We’ll keep you informed of our progress and make adjustments to your plan as needed. Together, we will secure your financial future.
New to Our Firm?
Already a Client?
Testimonials
What Our Clients Say?
Always available, helpful, insightful. Researches ideas and follows through. When I was thinking of investing, Jacob was what I had in mind.
– Anne M