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