About InvestRX Logo 

Choosing how to invest your money is a big decision.

You deserve access to experienced financial advisors who understand the unique circumstances of healthcare professionals. That’s where we come in.

Proven Experience

With over 20 years of serving individuals and families through Capital Consulting & Asset Management, many of whom are medical professionals, we set out to create a solution just for you.

Whether you’re a seasoned surgeon or a nurse right out of school, you deserve financial professionals who work hard for you while you work so hard for your patients. With a team dedicated to helping you achieve your financial success, you deserve InvestRx®.

Designed specifically for the busy lives and unique needs of medical professionals, InvestRx® integrates leading technology with white-glove service to help you bring clarity to your financial future. Our Financial Roadmap service provides expert financial advice at a resident-friendly price point.

From paying down student loans to buying your own practice, our advisors will create a plan designed with your financial milestones and timeframe in mind.

No matter where you are in your financial journey, we are here to serve you.

The Team Behind InvestRx

A division of Capital Consulting & Asset Management

Rob Nixon, CFP®

Owner, Financial Advisor

Amber Roemer

Owner, Financial Advisor

Austin Costello, CFP®

Director of Client Experience; Financial Advisor

Allea Grummert 

Marketing and Operations Manager

Megan Fuller 

Client Services

Noah Hillesheim

Operations Specialist

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Recent Posts

Preparing For and Investing Through Turbulent Markets

What do you do when the market gets “sick”? Whether you have been directly impacted, or just heard about it on the news, I’m sure you know what’s going on. The stock market is down and people are panicking.  A current look at your investment accounts may spark the...

Rx For Your Paycheck: Financial Advice for New Doctors

As a new doctor, you have a lot on your mind. This can make it difficult to balance your work schedule, family life and finances.  However, all of these things can be simpler if you know where to start and have the proper resources to lead you along the way.  One...

InvestRx is a division of Capital Consulting & Asset Management. Investment management and advisory services are provided by Capital Consulting & Asset Management, Inc. (“CCAM”) a registered investment advisor with the Securities Exchange Commission (“SEC”). SEC Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. For additional information on CCAM, please see our Disclosure Document (ADV Part 2).

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All types of investing and investment strategies involve risk including the potential loss of principal. Equity investments are subject to market fluctuations. International and emerging markets may be more volatile and involve additional expenses and special risks. Small-company stocks as compared to large-company stocks entail additional risks, and may have greater price fluctuations. Bonds are exposed to credit and interest rate risk (when rates rise, bond fund prices generally fall).

Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. An Index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index.

Insurance product guarantees are based on the financial strength and claims paying ability of the issuing insurance company.

Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. There is no assurance that a diversified portfolio will perform better than a non-diversified portfolio. Past performance is not a guarantee of future results.