We get it.

You're a busy Nurse Physician Resident Dentist Surgeon Chiropractor PA

But don’t put your financial decisions on hold.

Book a complimentary discovery call, and let us guide you to an empowering financial future.

We get it.

You're a busy Nurse Physician Resident Dentist Surgeon Chiropractor

But don’t put your financial decisions on hold.

Book a complimentary discovery call, and let us guide you to an empowering financial future.

Investing That Fits Your Style and Schedule

Guided Financial Planning

R

Book a Complimentary Discovery Call

R

Get a Tailored Financial Roadmap

R

Open an InvestRx® Investment Account

R

Fund Your New, Tailored, Portfolio

R

Execute Your New Financial Plan

A Personalized Level of Care

In the healthcare field, you specialize in order to become an expert at serving a particular type of patient.  We believe in doing the same thing with your finances. And we’ve committed to serving you.  

Whether you’re a  Physician, Dentist, Nurse, or Therapist, you can trust that our advisors will be knowledgeable on your specific financial needs. 

There’s no reason to settle for generic advice when you can get specialized financial planning and asset management at a resident-friendly price.

The InvestRX Logo Difference

Custom Financial Planning

Have a web of financial decisions to make, and don’t know where to start? Let our experts sort through the numbers and help you find clarity. 

Convenient access to expert advice

You deserve more than just a Robo-advisor. We have licensed advisors ready to help whenever you need it.

Invest With Ease

With our “hybrid” investment platform, get the ease of online investing with the personal touch of an in-person advisor

Our Foundation

By combining our online investment platform and the expertise of real humans, we provide white-glove service to medical professionals like you.

20+
Years

Serving individuals and families

Over
$200,000,000

In assets managed

Trusted
Custodian

Through Fidelity Investments

Resources

Do’s and Don’ts for healthcare pros: Disability Insurance

Do’s and Don’ts for healthcare pros: Disability Insurance

Disability insurance is a lesser known, but equally important, form of insurance that protects you and your loved ones in the event that something happens to you that prevents you from working.

As the ER docs among us can confirm, “freak” accidents happen more likely than we’d like to think.

Whether it’s sickness, or an unfortunate accident, we can find ourselves “disabled” and unable to work in the blink of an eye.

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Do’s and Don’ts for healthcare pros: Life Insurance

Do’s and Don’ts for healthcare pros: Life Insurance

Insurance. We all need it, but nobody likes to think about it.

The world of insurance can be an overwhelming place for many. There are hundreds of varieties, all at different price points, with their own highly funded marketing team telling you why you need them.

In this post, we dive in to the do’s and don’ts of Life Insurance

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