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.

Oakstreet Financial

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Oakstreet Financial

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