About Owner Advisory Group

Matt Hertig built a company, grew it onto the Inc. 5000 six times, and sold it. Through all of it, no one was working on the question that turned out to matter most: what the business was doing for his own financial life while he ran it.

The advisors around him were excellent at their pieces. Nobody held the whole picture. He wrote Owning Differently™ to describe the gap, built The PAID Architecture™ to close it, and built the platform so other advisors could work the same way.

Founder of Owner Advisory Group. Author of Owning Differently. Certified Exit Planning Advisor. Built and sold a company that reached the Inc. 5000 six times.

Owner Advisory Group built Owning Differently — the book, The PAID Architecture, and the Owning Differently Platform. It maintains the framework, develops the software, and trains the advisors who use it.

It does not advise clients, manage assets, sell financial products, or hold client relationships.

Separately from Owner Advisory Group, Matt Hertig is a financial advisor with Unity Financial Planning Group. Owner Advisory Group is a separate company and provides no advisory services.