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The 5 Money Personalities


The Big Spender – What’s the point of making money if you don’t get to spend it?


The Natural Saver – A realist, who tends to look at all sides of an issue before making a decision.


The CaretakerKnown as a generous friend and caretaker, you prioritize helping others over everything else.


The AchieverYou have goals and a plan to achieve them (you’re known for getting things done).


The Carefree – Money comes and goes, and getting wrapped up in the details only causes stress.

Who Is InvestRx®?

Designed specifically for the busy lives and unique needs of medical professionals, InvestRx integrates an online investment platform with white-glove service with the goal of growing clients’ wealth simply and effectively.

We offer investment accounts and financial roadmapping services, all guided by our team of financial experts, with your goals in mind.