Regulatory Disclosure

Owner Advisory Group, Inc. is a software, publishing and training company. It wrote the book Owning Differently™, owns and maintains The PAID Architecture™, develops the Owning Differently Platform, and trains the financial professionals who use it.

Owner Advisory Group does not provide investment advisory services, legal advice or tax advice. It does not manage assets, sell insurance or investment products, implement financial products, or hold client relationships.

Nothing on this website should be interpreted as individualized investment, legal or tax advice. Consult your own attorney, accountant or financial professional about your own circumstances.

The Owning Differently Platform is planning software. The advisor using it builds the plan, approves it, and publishes it. Nothing reaches a client without that approval, and the published plan is the advisor's own recommendation document, made under the advisor's own firm's supervision.

Owner Advisory Group makes no recommendation to any advisor's client and bears no responsibility for the advice an advisor gives.

Separately from Owner Advisory Group, Matt Hertig is a financial advisor with Unity Financial Planning Group. Owner Advisory Group and Unity Financial Planning Group are separate in the services they provide, and engaging one does not require engaging the other.

Any investment advisory services or insurance products are provided through Unity Financial Planning Group, not through Owner Advisory Group. Nothing on this website is an offer of those services.

Owning Differently™ and The PAID Architecture™ are trademarks of Owner Advisory Group, Inc.