Regulatory Disclosure

Owner Advisory Group provides business owner education, planning strategy, and advisory consulting through The PAID Method™. Our role is to help business owners clarify priorities, design a coordinated plan, and align the professionals already in their lives around a shared strategy.

Investment advisory services and insurance products, when applicable, are delivered separately through Unity Financial Planning Group. Owner Advisory Group does not provide or implement investment advisory services, insurance products, or other financial products. Owner Advisory Group and Unity Financial Planning Group are separate in the services they provide, and engaging one does not require engaging the other.

Clients are under no obligation to implement any investment, insurance, or financial product through Unity Financial Planning Group or any affiliated party. Any decision to implement is made independently by the client and may be carried out with the provider of their choice.

Owner Advisory Group does not provide legal or tax advice. Clients should consult their attorney, CPA, or other qualified professionals regarding matters specific to their individual circumstances. Nothing contained on this website should be interpreted as individualized investment, legal, or tax advice.