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Located at the Hot Lake Springs Resort, 66172 Highway 203 Ste 327, La Grande, OR 97850
(800) 467-3811
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Institutional Resources.
Personal Fiduciary Leadership.

Institutional Strength Built Around a Personal Advisory Relationship

Oz Investing Services combines fiduciary leadership, institutional infrastructure, independent custody, and coordinated national expertise to help business owners, executives, and families navigate complex financial decisions with clarity and confidence.

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A Coordinated Wealth Management Ecosystem

A Coordinated Wealth Management Ecosystem

Sophisticated financial planning often requires more than investment management alone.

Our structure is intentionally designed to combine personalized fiduciary leadership with institutional-grade infrastructure and coordinated specialist expertise.

At the center of the relationship is your advisor at Oz Investing Services—supported by operational, custodial, and planning resources that work together in a structured framework designed to reduce fragmentation and improve long-term outcomes.

Your Primary Fiduciary Relationship

Your Primary Fiduciary Relationship

Oz Investing Services serves as the central point of leadership for your financial strategy. We provide fiduciary investment management, coordinated planning oversight, and long-term relationship stewardship tailored to your goals, values, and complexity.

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Institutional Advisory Infrastructure

Institutional Advisory Infrastructure

Advisory services are offered through Inspire Advisors, LLC, a SEC-registered investment adviser providing operational, compliance, trading, technology, and service infrastructure that supports the client experience behind the scenes.

Learn About Inspire Advisors
Independent Custody & Security

Independent Custody & Security

Client assets are held at Charles Schwab & Co., one of the nation’s leading custodians, providing institutional-grade custody, reporting, cybersecurity, and account protection infrastructure.

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Coordinated National Expertise

Coordinated National Expertise

Through our Virtual Family Office model, clients benefit from access to a coordinated network of specialists across tax strategy, estate planning, risk management, business advisory, and advanced planning disciplines.

Explore the VFO Model
Why Structure Matters

Why Structure Matters

Many successful individuals and families accumulate multiple advisors over time—but very few have a coordinated system.

Without clear leadership, even highly capable professionals can unintentionally create:

  • fragmented strategies
  • duplicated efforts
  • missed opportunities
  • inefficient tax outcomes
  • inconsistent communication

Our ecosystem is intentionally designed to create alignment across disciplines while preserving a personalized advisory relationship.

The goal is simple:

coordinated strategy, institutional discipline, and long-term clarity.

From Institutional Experience to Independent Leadership

Managing Director Brian McDowell’s perspective on wealth management was shaped through early exposure to both small business operations and financial instability, later expanding into institutional investment strategy, portfolio construction, fiduciary planning, and risk management disciplines.

Over time, a consistent principle became clear:
sophisticated financial strategies require disciplined stewardship, coordinated planning, and long-term perspective to sustain and protect wealth effectively across generations.

This philosophy continues to shape the advisory approach behind Oz Investing Services today.

A Fiduciary Mindset Anchored in Discipline and Stewardship

We believe financial advice should be prudent, transparent, and aligned with the long-term interests of the client.

Our process incorporates:

  • fiduciary best practices
  • disciplined portfolio construction
  • risk-aware planning
  • coordinated decision-making

For clients who desire it, values-aligned investing and stewardship principles can also be integrated into the planning process within a disciplined investment framework.

National Reach. Personal Guidance.

National Reach. Personal Guidance.

While based in the Pacific Northwest, Oz Investing Services serves clients across the United States through a modern, technology-enabled advisory model.

Clients benefit from:

  • virtual meeting capabilities
  • secure digital workflows
  • coordinated national specialists
  • institutional custodial infrastructure

All while maintaining a direct relationship with a dedicated fiduciary advisor.

Experience Coordinated Wealth Leadership.


Whether you are navigating business complexity, executive planning, or multi-generational wealth stewardship, we welcome the opportunity to explore whether our approach is the right fit for your needs.

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Advisory services offered through Inspire Advisors, LLC. Custody provided by Charles Schwab & Co. Oz Investing Services coordinates planning with external professionals where appropriate.