Jake Elm, CFP®

Senior Financial Advisor

Hi, I’m Jake Elm, CFP®, a Financial Advisor at Dentist Advisors. I help dentists make thoughtful financial decisions around budgeting, debt and student loans, saving, investing, and long-term retirement planning. My goal is to help dentists plan responsibly for the future while still enjoying life today.

I found my way into financial planning in college simply because I wanted to understand how money works and how to build and maintain wealth. Since personal finance isn’t something most of us are taught early on, discovering that I could learn it deeply and help others do the same felt like a natural fit. While I enjoy the problem-solving side of building a financial plan, what keeps me passionate about this work is seeing how money touches every part of life and helping people use it intentionally to live their best life.

To me, client success means less stress, fewer unknowns, and more time and energy to focus on what matters most. Making as much money as possible isn’t the goal. Money is simply a tool, and I love when clients tell me they feel confident about their financial future and clear on how to reach their goals.
I’ve been a financial advisor for over seven years at Dentist Advisors. I earned my degree in Personal Financial Planning from Utah Valley University and hold the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, I enjoy reading, movies, sports, good food, traveling with my family, and golfing whenever I can. I’m also a loyal Utah Jazz and Utah Utes football fan, for better or worse.


My Content

Nexting

By Jake Elm, CFP® , Financial Advisor

Instead of spending last week in the snow and freezing temperatures of Utah, I decided to go on a Disney...

What Was The Best Performing Asset of 2023?

By Jake Elm, CFP® , Financial Advisor

Let’s talk about investment performance. One of my favorite investing charts is Ben Carlson’s asset allocation quilt which shows the...

Can Behavioral Finance Be Taken Too Far?

By Jake Elm, CFP® , Financial Advisor

I don’t have a Twitter (or X) account anymore, but there was a tweet from a few days ago that...

What To Expect in 2024?

Almost exactly a year ago today, I wrote a post looking back on what had been a tough year for...

One Dentist’s Journey From Associate to Owner – Episode #459

You know the quest to buy a practice can be fraught with challenges. Before taking the ownership plunge, it would...

What I’m Into – Best of 2023 Edition

By Jake Elm, CFP® , Financial Advisor

Instead of another post about some of my favorite things I’ve watched, listened to, or read recently, I wanted to...

Lessons From Charlie Munger

By Jake Elm, CFP® , Financial Advisor

Charlie Munger, vice chairman of Berkshire Hathaway, right-hand man of Warren Buffett, and legendary investor, passed away a couple of...

We Always Want More

By Jake Elm, CFP® , Financial Advisor

It feels like almost everyone I talk to isn’t happy about our current economy. The price of everything seems to...

Lengthen Your Timeline

The U.S. stock market hasn’t hit a new all-time high since January 3rd, 2022. As I’m writing this the S&P...

Are House Prices Going to Drop?

One of the most common questions I’ve been asked over the past few months has been: “Are house prices going...

Traffic and the Stock Market

Last week I was working late into the evening finishing up some client meetings when I received a superbly-timed text...

What I’m Into

It’s been a while, so it’s time for another post about some of my favorite things I’ve watched, listened to,...