Guidance wherever life takes you.
A Multidisciplinary Team Dedicated to Your Long-Term Success
At Factor Wealth Management, we believe that comprehensive financial stewardship requires a collaborative, highly credentialed approach. Based in Chicago, our team brings together decades of collective experience across investment management, advanced tax-efficient planning, and estate coordination.
As independent, fee-only fiduciaries, we do not answer to corporate quotas or product sales. Instead, our wealth advisors, portfolio strategists, and operations specialists work collectively to provide transparent, evidence-based guidance.
Meet the Team
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![Randy Hardy, CFA CFP, President of Factor Wealth Management Chicago]()
Randy Hardy, CFA, CFP®
PRESIDENT
Randy Hardy is President and CEO of Factor Wealth, a Chicago-based wealth management firm serving high-net-worth individuals and families across the U.S. and Canada. With more than 20 years of experience, he specializes in investment management, financial planning, and fiduciary-based wealth advice.
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![John Burns, CFP® CIMA® Managing Partner of Factor Wealth Management of Chicago]()
John Burns, CFP® CIMA®
MANAGING PARTNER
John has been an advisor with Factor Wealth since 2018, specializing in financial planning, portfolio design, and investment research. As a CFP® and CIMA® professional, he works closely with clients to develop thoughtful, long-term financial strategies while also helping guide the firm’s overall direction.
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![Sarah Poe DIRECTOR OF OPERATIONS, FPQP® of Factor Wealth Management of Chicago]()
Sarah Poe, FPQP®
DIRECTOR OF OPERATIONS
Sarah Poe has been with Factor Wealth since 2020 and serves as Director of Operations, overseeing client service and firm operations. She specializes in workflow design, technology integration, and operational efficiency, helping ensure a seamless client experience and supporting the firm’s continued growth.
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![Elena Sargent, Director of Investments at Factor Wealth Management of Chicago]()
Elena Sargent
DIRECTOR OF INVESTMENTS
Elena Sargent is Director of Investments at Factor Wealth, leading investment research and portfolio construction for high-net-worth individuals and families. She specializes in asset allocation and portfolio design, bringing a disciplined, research-driven approach to wealth management.
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![Ryan Robertson,. Wealth Advisor at Factor Wealth Management of Chicago]()
Ryan Robertson
WEALTH ADVISOR
Ryan Robertson is a Wealth Advisor at Factor Wealth, providing investment, financial planning, tax, and estate guidance to high-net-worth individuals and families. He specializes in retirement planning, wealth transfer strategies, and investment management, and is currently pursuing his CFP® certification.
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![Brett Grossman, Wealth Advisor at Factor Wealth Management of Chicago]()
Brett Grossman
WEALTH ADVISOR
Brett Grossman is a Wealth Advisor at Factor Wealth, specializing in investment management, retirement, estate, and tax planning. He works closely with clients to develop personalized financial strategies and is currently pursuing his CFP® certification.
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![Sophie Wolber CLIENT SERVICES ASSOCIATE at Factor Wealth Management of Chicago]()
Sophie Wolber
CLIENT SERVICES ASSOCIATE
Sophie Wolber is a Client Services Associate at Factor Wealth, supporting the advisory team through office management, client reporting, and day-to-day operations. She brings a detail-oriented and organized approach to delivering a seamless client experience.
Founding Legacy: Eileen Clune
We honor the life and legacy of Eileen Clune, the pioneering founder of our firm and a trailblazer in the financial planning industry. Eileen established our foundation on an unwavering commitment to fiduciary integrity, intelligence, and deeply personalized care. As a leading woman in wealth management, she set a standard of excellence that continues to define our firm. Today, our team carries her vision forward, combining modern financial science with the foundational values of trust and dedicated client service she established over 35 years ago.