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

Holding Stocks is Hard

As I was scrolling through Twitter last week, I saw a chart that stopped my finger in its tracks. It...

Keep Buying Stocks

Since the pandemic last March, the investing environment has been pretty wild. Day trading has seen a huge surge, trading...

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...

What I’m Into

When I started this newsletter, apart from writing about money and finance, I also wanted to sprinkle in some thoughts...

Roth vs. Traditional

This past week marks one year since I started writing this newsletter. I can’t believe it’s already been an entire...

Avoiding Distractions

As I mentioned in my last post, I went on vacation to Lake Powell this past week. If you’ve never...

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...

This is Why You Invest

I was having a conversation with my parents the other day and, as often happens these days, the subject turned...

Just Wait

I’m sure we’ve all heard the stories by now. Everyone seems to have a friend who knows a coworker that...

Trying Too Hard

I stole the title of this post from an investing speech I recently read that was given at Rockford College...