Jake Elm, CFP®

Financial Advisor

Jake is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program. As a financial advisor at Dentist Advisors, he provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since joining the company in 2018, Jake has been instrumental in improving our Elements® and investment management processes. He is also the author of a popular weekly blog called “Money Talks.”


My Content

How Much Do You Have To Make To Feel Rich?

By Jake Elm, CFP® , Financial Advisor

Of course, the answer to the question in the title of this post will vary depending on the person. How...

Expecting The Unexpected

By Jake Elm, CFP® , Financial Advisor

This past weekend I had a few experiences that didn’t quite go as planned. First, I went on a short...

How is the Economy Doing?

By Jake Elm, CFP® , Financial Advisor

Let’s check in on the U.S. economy through a collection of charts and stats. Many Americans feel pessimistic about their...

Why Invest in Stocks?

By Jake Elm, CFP® , Financial Advisor

According to a survey by the Federal Reserve, about 58% of American adults are investing in the stock market as...

What I’m Into

By Jake Elm, CFP® , Financial Advisor

It’s time for another post about some of my favorite things I’ve watched, listened to, or read recently. If you’re...

Investing Lessons From March Madness

By Jake Elm, CFP® , Financial Advisor

It’s that wonderful time of year again. March Madness kicks off this weekend. Beginning on Thursday, there will be 48...

Are You Spending Too Much?

By Jake Elm, CFP® , Financial Advisor

As part of my job, I sit down with the individuals I work with at the beginning of each year...

The Diet Pill Mentality

By Jake Elm, CFP® , Financial Advisor

I want to give a shoutout to my good friend, Ryan, who is an avid reader of this newsletter. He...

Same As Ever: A Guide to What Never Changes

By Jake Elm, CFP® , Financial Advisor

If you’ve been reading my newsletter for any amount of time, you’re familiar with how often I reference and quote...

How Much Is Your Car Costing You?

By Jake Elm, CFP® , Financial Advisor

I drive a 2012 Volkswagen Jetta. It just might be the least glamorous car on planet Earth. Mine is even...

5 Reasons Why Dentists Have a Love/Hate Relationship with Money

Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

Money is by far the top cause of stress in America. More than 72% of people reported feeling stressed about...