What makes Jacob Millican with 9M Investments LLC a good neighbor?

Finding the right investment advisor can make all the difference in your financial future. In a recent episode of the Good Neighbor Podcast, host Sophia Yvette sat down with Jacob Millican of 9M Investments LLC to discuss his approach to investment advising, the common misconceptions in the industry, and how he helps clients adjust their financial paths.

Jacob Millican brings over two decades of experience to the table, having worked with some of the world's largest financial companies before starting his own firm eight years ago. His journey into the financial world began naturally—even as a child, he was always "number focused," which eventually led him to the investment industry after completing his education. This long-standing passion for numbers and finance has allowed him to develop a deep understanding of retirement planning and investment strategies that work for real people with real goals.

One of the most interesting aspects of the conversation was Jacob’s insight on the common misconceptions people have about investment advisors. He emphasized that contrary to popular belief, not all advisors are the same or follow identical approaches. Many prospective clients interview multiple advisors searching for the right fit, often assuming that the services offered will be identical across the board. Jacob points out that while the numbers component is important, finding an advisor you trust—someone who genuinely has your best interests and goals in mind—is equally crucial. This human element of financial advising is something that doesn't get enough attention in discussions about investment strategy and retirement planning.

When asked about his typical clients, Jacob explained that while many are approaching retirement and need help converting their savings into sustainable income, his client base actually spans all age groups. The common denominator isn’t age or wealth level, but rather a psychological and emotional readiness: “They’ve reached a point in their life where they want to do something and they want to make a change and they want to make sure that they’re on a path that fits.” This insight reveals that financial planning is often triggered by personal milestones or realizations rather than arbitrary numbers on a calendar or bank statement. People seek out Jacob when they’ve reached the understanding that they can no longer “play” with their finances and need a structured approach to achieving their goals.

What truly sets Jacob’s approach apart is his commitment to customization. He emphasized repeatedly that everyone views the world differently and has unique values and goals. While some clients may have similar objectives, the path to achieving them needs to be tailored to individual circumstances, preferences, and risk tolerances. This customized approach stands in stark contrast to the one-size-fits-all solutions often pushed by larger financial institutions. Jacob takes the time to understand where his clients are starting from and helps them chart a course to where they want to go, making adjustments along the way as needed.

The conversation also touched on Jacob’s own professional journey, particularly his decision to start 9M Investments LLC at what he described as “a little bit of an older age.” Taking that leap of faith after working for established companies represented a significant challenge, but one that has clearly paid off. This personal experience of charting a new path mirrors what he helps his clients do with their financial futures—assess where they are, envision where they want to be, and build a bridge between those two points.

For those interested in learning more about Jacob’s approach or connecting with 9M Investments LLC, he maintains an educational presence across various platforms. His website (9minvestmentsllc.com) and social media channels focus on providing valuable information rather than just sales pitches. This educational approach aligns with his overall philosophy of helping people understand their options so they can make informed decisions about their financial futures.

To learn more about 9M Investments LLC go to:

https://9minvestmentsllc.com/

9M Investments LLC

817-680-7942