9M Investments is a fee-only registered investment adviser based in Grapevine, Texas. Our goal is to provide you with straightforward 401(k) guidance towards a secure financial future for both you and your team. We enjoy partnering with DFW business owners who, like us, strive to do the best for both their families and businesses.
We work closely with small business owners and plan sponsors to establish and manage their 401(k) plans. As your hands-on partner, we'll also sit down with your participants, offering personal financial advice to keep them on track towards their goals. 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.
We work closely with small business owners and plan sponsors to establish and manage their 401(k) plans. As your hands-on partner, we'll also sit down with your participants, offering personal financial advice to keep them on track towards their goals. 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.
Services
I'm passionate about guiding businesses, individuals and families towards their financial goals. Whether through 401(k) advising or individual financial planning, I enjoy working closely with my clients to develop investment strategies that align with their needs and goals for the future. I created 9M Investments after spending 15 years in the financial services industry in various roles, all focused on retirement.
As a small business leader, a lot can get put on your shoulders. Beyond your personal career, you're responsible for making decisions that impact the future of your business as well as your team. We understand the burden this can bring, which is why we're here to make your 401(k) planning easier.
Our goal is to serve as your lifelong partner, helping you set up an optimal plan, managing it over time-and working one-on-one with your employees towards a future of financial stability.Helping you reduce fiduciary risk through our detailed due diligence process is a core part of what we do. We'll do this in part by establishing or enhancing your plan committee, investment policy statement and documentation.
Our goal is to serve as your lifelong partner, helping you set up an optimal plan, managing it over time-and working one-on-one with your employees towards a future of financial stability.Helping you reduce fiduciary risk through our detailed due diligence process is a core part of what we do. We'll do this in part by establishing or enhancing your plan committee, investment policy statement and documentation.
In serving individuals and families, we strive to find opportunities within your wealth picture and align every aspect of your finances with your family's goals. Whether you're facing a life transition or you're simply looking to enhance your investment strategy, we can help. Starting with your risk tolerance and a timeline of your goals, 9M Investments will manage your investments according to your personal investment policy statement.
While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start. If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key.
We follow a thoughtful process entirely centered on your business's unique needs. Before we begin, we always like to have a preliminary conversation to see if our services are aligned with what you're looking for. During our first stages working together, we'll begin by getting to know what your goals and pain points are.
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