Oakstreet Financial

At Oakstreet Financial, we help faith-driven Americans 45 and older invest on purpose and build a plan that brings confidence and peace. Based in Liberty Lake, Washington, and serving clients nationwide, we provide financial planning and investment management rooted in Biblical values, wisdom, and long-term discipline. We believe money is not the goal. It is a tool. A tool to serve life, family, calling, and legacy. Our mission is to walk alongside families with clear, principled guidance that brings order, peace of mind, and enduring impact. Our Services • Financial Planning: Retirement planning, education savings, estate and legacy strategies, charitable giving, and risk management advice. • Investment Management: Dividend growth investing and Biblically Responsible Investing that align wealth with faith and promote human flourishing. • Stewardship Process: A tested five-step approach that begins with listening, clarifies goals, and adapts as life changes. Why Oakstreet • Fee-Only Fiduciary: We provide independent advice with no commissions or product sales. Every recommendation is made in your best interest. • Competence and Care: Our advisors bring decades of combined experience, supported by Inspire Advisors, a nationally recognized leader in Biblically Responsible Investing, ranked Top 3 Financial Advisory Firm in America (USA Today 2025). • Life-Centered Guidance: We integrate financial wisdom with life purpose, helping clients not just retire, but retire on purpose. Whether you are preparing for retirement, navigating a major life transition, or simply seeking a more intentional way to manage resources, Oakstreet Financial is here to help. Together, we can align your finances with your values and build a legacy that lasts. Investment Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC.