Edward Jones-Financial Advisor: Lance Clemens

Edward Jones-Financial Advisor:  Lance Clemens Many of the relationships I build begin in the workplace through retirement plans, employee retirement readiness, executive planning, and workplace strategies.

I work with business owners, employers, executives, and families throughout the Greater Chicago area, helping them navigate the decisions that shape their businesses, finances, and future. I enjoy helping clients connect their business goals, personal financial goals, and long-term vision for the future. In addition to my advisory practice with Edward Jones, I serve as Executive-in-Residence and A

ssistant Lecturer in Finance at Wheaton College, where I help lead the development of the College's Financial Planning Program and teach financial planning courses. Before entering financial services, I served as a Marine Corps Infantry Officer and later recruited and developed future Marine officers. My wife, Julie, and I also spent five years serving in Bulgaria. Today, I remain active throughout the Western Suburbs through teaching, financial planning education, leadership development, and community involvement. I believe meaningful success comes from creating value, developing people, and helping others build something that lasts.
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A business retirement plan does more than help your employees save — it signals you are invested in their future. It's a...
08/31/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
08/27/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Can a six-figure income still leave you feeling financially lost?Our research with Gallup — recently featured in Fortune...
08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/3SGCmgj


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
08/18/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4i8EpUH

Our Edward Jones team recently had the opportunity to support The Alzheimer’s Association National Capitol Area Vision G...
08/14/2026

Our Edward Jones team recently had the opportunity to support The Alzheimer’s Association National Capitol Area Vision Gala.

Moments like this are about showing up for our community, connecting with others who care deeply about the cause, and helping drive meaningful awareness around Alzheimer’s and the families it impacts every day.

We’re grateful to stand alongside so many individuals and organizations committed to making a difference, and we’re inspired to keep the conversation—and the impact—going.

Next up? Walk season! I invite you to join our Edward Jones team at an upcoming Walk to End Alzheimer's event this fall. Learn more here: https://bit.ly/4g6ttEA

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/11/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Your business is more than a source of income. It's likely one of your most significant financial assets.As a financial ...
08/10/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

Success in sports and entertainment often starts with the right team behind the scenes.As a financial advisor with the S...
08/07/2026

Success in sports and entertainment often starts with the right team behind the scenes.

As a financial advisor with the Sports & Entertainment Accredited Wealth Management Advisor℠ designation, I've completed additional training focused on the financial complexities that often come with careers in sports and entertainment—from fluctuating income and sudden wealth to tax strategies, wealth preservation and legacy planning.

Because success isn't just about what you've earned. It's about having a strategy designed to help protect and grow it.

If you're ready for guidance tailored to the unique demands of your career, let’s connect.

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2172 Blackberry Drive, Suite 104
Geneva, IL
60134

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Monday 9:30am - 6pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
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+16302620643

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