Meet Our Financial Planning Experts

Adam Conway

Owner · Registered Principal · Conway Financial

I got into this business because of my dad. He was a financial advisor and growing up I had a front-row seat to what it actually means to help someone with their money — not just manage it, but make a real difference in how their life turns out. That’s what I’ve been trying to do ever since.

Over twenty years in this business, working with all kinds of people — pharmacists, tradespeople, business owners, families just trying to get it right — has taught me one thing: the job is almost never really about money. It’s about what people want their life to look like, and making sure their finances are working toward that instead of against it.

My wife Marci has been a pharmacist for over 25 years. That’s given me a window into the pharmacy profession that most advisors don’t have — the hours, the pressure, the career transitions, the things that keep people up at night. It’s one reason pharmacy professionals have always been an important part of my practice. But it’s not the whole story.

The clients I work with come from all walks of life. What they tend to have in common is that they want a straight answer, a real relationship, and someone they can actually call. That’s what I’m here for.

 

Our Trusted Partners

We partner with the following professionals to provide comprehensive financial planning. As a team, we’re dedicated to providing you with nothing less than first-class service and solutions that meet all your financial needs.

Amanda Schneider, Scott Bechtel, Andy Arend, Bradley R. Glover, and their business entities are not affiliated with Cambridge and do not offer securities or advisory services.

Medicare

Amanda Schneider

Schneider Senior Solutions

120 Mill Street
Gahanna, Ohio 43230

CPA

Scott Bechtel, CPA

Rea & Associates

5775 Perimeter Drive
Suite 200
Dublin, Ohio 43017

Andy Arend, CPA

Harris, Burnett, Arend & Schmiesing CPAs

7650 Rivers Edge Drive
Columbus, Ohio 43235

ATTORNEY

Andy Arend, CPA

Harris, Burnett, Arend & Schmiesing CPAs

7730 Olentangy River Rd.
Columbus, OH 43235

Direct:  614.436.2256
Main:  614.436.2727

MEDICARE

Amanda Schneider

Schneider Senior Solutions

120 Mill Street
Gahanna, Ohio 43230

CPA

Scott Bechtel, CPA

Rea & Associates

5775 Perimeter Drive
Suite 200
Dublin, Ohio 43017

Andy Arend, CPA

Harris, Burnett, Arend & Schmiesing CPAs

7650 Rivers Edge Drive
Columbus, Ohio 43235

Attorney

Bradley R. Glover, Attorney

Kessler & Ballenger Co., L.P.A.

7730 Olentangy River Rd.
Columbus, OH 43235

Direct:  614.436.2256
Main:  614.436.2727

Address

1473 Granville Road
Newark, Ohio 43055

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Conway Financial