Factor Wealth Management

Randolph Hardy is a CFP®, CFA®, and Series 63-licensed advisor at Factor Wealth Management with 21 years of industry experience. He has been with Factor Wealth Management Ltd. since 2009. The firm manages approximately $630 million for a diverse client base including individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans. Factor Wealth Management employs a long-term, systematic investment approach focused on diversified, risk-based portfolios, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

John Burns is a CFP® professional with nine years of industry experience, currently serving as an advisor at Factor Wealth Management Ltd. in Chicago, where he has worked since 2018. Prior to joining Factor Wealth, he was with Merrill Lynch for two years and has experience outside finance, including working at Joe's Brewery. Factor Wealth Management Ltd. is an SEC-registered advisory firm managing approximately $630 million for individuals, high-net-worth clients, business entities, charitable organizations, and pension plans. The firm employs a long-term, systematic investment approach with diversified, risk-based portfolios and offers both discretionary and non-discretionary management alongside financial planning and pension consulting services.

Ryan Robertson is a financial advisor at Factor Wealth Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Factor Wealth Management, he worked at Fidelity Investments and has held various roles in other industries including insurance and retail. Factor Wealth Management Ltd. is an SEC-registered advisory firm managing approximately $630 million for individuals, high-net-worth clients, businesses, charitable organizations, and pension plans. The firm employs a long-term, systematic investment approach focused on diversified, risk-based portfolios across multiple asset classes and offers both discretionary and non-discretionary investment management along with financial planning and pension consulting services.

Brett Grossman is a financial advisor at Factor Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at PNC Financial Services Group. Factor Wealth Management Ltd. is an SEC-registered advisory firm managing approximately $630 million for individuals, high-net-worth clients, businesses, charitable organizations, and pension plans. The firm employs a long-term, systematic investment approach focused on diversified, risk-based portfolios and offers both discretionary and non-discretionary management alongside financial planning and pension consulting services.