As a financial advisor at Dentist Advisors, Jake Elm provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since coming to Dentist Advisors, Jake has worked closely with other advisors and has also been instrumental in improving our Elements® and investment management processes. Jake is a CFP® and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program.
My Content
If You’re Worried, You’re Not Wealthy
Wealth means different things to different people. Some think it’s the amount of money you have in the bank or...
Do I Really Need a Financial Advisor? – Podcast Episode 289
On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on...
Should You Pay Off Your Mortgage Early?
If you haven’t noticed, houses have been on my mind lately. I wrote about them last week and I’m going...
Lessons From My Robinhood Account: Part 2
It seems like every week now there’s some new speculative investment that’s supposedly “going to the moon.” It was GameStop...
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