
Want a differentiated client-advisor relationship? Seeking to align your investing and financial planning decisions with faith driven values? Concerned about making an impact for your family, community, world, or the Kingdom?
Welcome; and thank you for stopping by to learn more about Brian McDowell and Oz Investing Services.
We primarily focus on helping Christian Gen-X, Millennial, and succeeding generations across the US with investing and financial planning services that honor God and align with faith driven biblical values.
We also serve non-Christian clients well, especially those who are interested in exploring approaches beyond secular best practices alone.
Our mission is to produce the maximum number of thriving client families and businesses possible with the human and capital resources available. To enable, equip, and produce financial disciples and disciple makers.
We offer a range of investment advising, financial planning, business consulting, and generosity development services through our association with Inspire Advisors, including model investment portfolios, comprehensive asset and liability management plans, legacy planning support, and employer retirement plan management.
Initial consultation or exploratory discussion is at no charge and no obligation. To learn more about us go to www.ozinvestingservices.com. Contact us today.

Many investors are surprised to learn they are profiting from and supporting immoral activities such as abortion, pornography, and human trafficking within their investment portfolios. At Inspire Advisors, we help you invest in some of the most inspiring, positive, biblically-aligned companies in the world without sacrificing return potential.

Excellence in investing is one of our core values. Our team of Ph.D.'s and CFAs build rigorously designed portfolios based on peer-reviewed, academic research to address a wide range of investment objectives. Our proprietary Inspire Impact Score Methodology is trusted by investors around the world to provide a reliable, scientific approach to constructing quality portfolios that support biblical values.

At Inspire Advisors, your portfolio can make a tangible impact in three ways: (1) influencing Wall Street by supporting good companies and selling bad ones; (2) providing a powerful voice to corporate America on behalf of biblical values through Inspire's shareholder engagement efforts; and, (3) through Inspire Investing's Give50 program, which donates 50% or more of their corporate net profits to Christian ministries.

