Oakstreet Financial

Oakstreet Financial We help faith-driven Americans ages 45+ manage their wealth with wisdom and confidence. Our approach is simple and personal.

Through values-based financial planning and faith-driven investment strategies, we aim to simplify the complex and support our clients near and long-term goals. At Oakstreet Financial, we help faith-driven families invest on purpose and plan with confidence. Based in Liberty Lake, WA, and serving clients nationwide, we provide financial planning and faith-based investing that reflect your values a

nd support your future. We listen first, then build a plan designed to help you retire with peace of mind, grow wealth steadily, and protect the people and priorities you care about. As a fee-only fiduciary, we never earn commissions. Our advice is always focused on your best interest. We believe money is a tool, not the goal. It should serve life, family, and legacy. That’s why our investment strategies emphasize dividend growth and Biblically Responsible Investing, aligning portfolios with Biblical values and long-term discipline. Whether you are preparing for retirement, navigating a major transition, or ready for greater clarity, we would be honored to walk with you.

Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls ...
06/08/2026

Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls and persistent inflation kept the central bank firmly on hold, and rising yields sent investors rushing out of some sectors and into others. Swipe to learn more.

This week, another oil shock related to the war in Iran dominated, pushing energy prices sharply upward and reigniting i...
05/26/2026

This week, another oil shock related to the war in Iran dominated, pushing energy prices sharply upward and reigniting inflation pressures. Equities held up better than the broader environment might have suggested, and gains masked a quieter shift toward caution. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

Stocks climbed to record highs last week before a hotter-than-expected April CPI report, and concerns about a hawkish Fe...
05/18/2026

Stocks climbed to record highs last week before a hotter-than-expected April CPI report, and concerns about a hawkish Federal Reserve sent Treasury yields sharply higher. Swipe through for more insights.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

Last week offered something relatively rare: the economy lost speed without losing its footing, thanks to moderating wag...
05/11/2026

Last week offered something relatively rare: the economy lost speed without losing its footing, thanks to moderating wages and steady business activity. However, the main risk remains inflation, which is still above the Federal Reserve's target. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors larg...
05/05/2026

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle East, marking a sharp reversal from a difficult first quarter. Swipe through to learn more.

Last week, leading stock indices held their ground near record levels, surging retail sales and a re-acceleration in man...
04/27/2026

Last week, leading stock indices held their ground near record levels, surging retail sales and a re-acceleration in manufacturing confirmed the U.S. expansion is intact, and gradual cooling in the job market kept Federal Reserve rate cuts in play for later this year. Swipe for more information.

In promotion of a free and virtuous society!Free Speech After Hours: Inspire’s Engagement on Off-Duty Speech
04/24/2026

In promotion of a free and virtuous society!

Free Speech After Hours: Inspire’s Engagement on Off-Duty Speech

How Inspire’s shareholder engagements with Entergy, Mastercard, Regions, Tractor Supply, and others are advancing clearer protections for off-duty expression

U.S. stocks rallied broadly last week, with solid early earnings reports and signs of easing tensions in the Middle East...
04/20/2026

U.S. stocks rallied broadly last week, with solid early earnings reports and signs of easing tensions in the Middle East. Bond yields stayed relatively steady, and the Federal Reserve still looks unlikely to cut rates anytime soon. Swipe for more information.

04/17/2026

Address

23403 E Mission Avenue, Suite 220P
Liberty Lake, WA
99019

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 1pm

Telephone

+15093508072

Website

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