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

Financial Advice From A Stranger

Last week my two one-year-old boys came down with a cold. This is their first experience with being sick and...

Student Loan Info Session: 5 Tips to Ace Your Repayment

Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...

Some Good News

We’re inundated with bad or scary news all the time. It’s everywhere we look. And to be honest, it’s simply...

How Much Do Americans Save?

Every year Vanguard releases its How America Saves report which details what percentage of income people are saving into their...

Are The Biggest Stocks The Best Stocks?

The U.S. stock market is up around 14% since January. Not bad for a six-month stretch and a welcome sight...

Things Are Getting Better

I don’t have a lot of time to write this week due to a family vacation (I know, life’s hard),...

The Problem With Market Timing

I’ve been writing about an impending recession for quite a while now. Last May, I wrote a post titled “Preparing...

The Fisherman and the Investment Banker

There’s a well-known finance parable that resonates with me each time I read it. A few days ago I came...

What’s The Best Investment?

Every year Gallup conducts a survey that asks a group of 500 Americans what they think is the best long-term...

Should You Own International Stocks?

The S&P 500 is a stock index that tracks the performance of the 500 biggest companies in the United States....

Should You Buy Whole Life Insurance?

I’ve been getting quite a few questions about life insurance lately. I understand that insurance isn’t exactly the most exhilarating...

Knowing vs Doing

I really enjoy playing the game of golf. Now that it’s starting to warm up after a long winter, I’ll...