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

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...

Anything But Average

From 1926 to 2020, the average return for the U.S. stock market was basically 10% per year. Not too shabby....

The “Rich Friend” Myth

Since I’ve started working as a financial advisor I’ve noticed that people seem more willing to open up to me...

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...

Lessons From My Robinhood Account

The first investment account I ever opened was a Robinhood account that I started in college. I opened the account...

Buying a House, In This Market??

This summer my wife and I are planning on taking the plunge into the home-buying process and hopefully, we’ll come...

Investing Through Bubbles

This past week I came across what I think is an incredible insight on financial bubbles: “Assets whose prices more...

How to Combat Inflation

The latest round of stimulus checks was sent out in the last couple of weeks. This is now the third...

What’s a Diversified Portfolio?

When talking about investing and investment strategies, the term “diversified portfolio” comes up often. A friend recently brought to my...

The Fear of Missing Out

It feels like everyone is getting into investing these days. Since the pandemic, trading activity has increased and has yet...