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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Adam Conway

Managing Director


Expertise & Knowledge, True Dedication at the Helm

Adam Conway, founder and managing director, gained more than a decade of experience in the financial services industry before opening Harbor Retirement Planning. In a career dedicated to improving the retirement plan market, he has worked with plan sponsors and participants as both a financial advisor and a regional vice president with a major retirement plan provider. He is a frequent speaker on topics related to Retirement Plans and Wealth Management.

Adam holds the FINRA Series 7, 24, 63 and 65 registrations through LPL Financial, in addition to life and variable insurance licenses, and he received his undergraduate degree from Babson College.