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.

Tax season may be behind you, but there may still be planning opportunities ahead.A midyear or early-fall tax check-in c...
08/12/2026

Tax season may be behind you, but there may still be planning opportunities ahead.

A midyear or early-fall tax check-in can clarify where you stand today and reveal adjustments you may still make, from refining withholdings to evaluating year-end strategies. Doing this now can help reduce surprises and create more flexibility before deadlines approach.

Our team is here to help you review your current position and identify opportunities while there is still time to act. Reach out today to start the conversation.

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most ef...
08/12/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

Last week, softer jobs data eased worries about a near-term Federal Reserve rate hike, and standout AI earnings continue...
08/10/2026

Last week, softer jobs data eased worries about a near-term Federal Reserve rate hike, and standout AI earnings continued to roll in. U.S. equities posted their biggest weekly gains since April, with the S&P 500 closing at a new high, even as the economy still runs hot enough to keep inflation a real concern. 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.

The Federal Reserve (Fed) concluded its July 2026 meeting by holding interest rates steady at 3.50%–3.75%. But what does...
08/03/2026

The Federal Reserve (Fed) concluded its July 2026 meeting by holding interest rates steady at 3.50%–3.75%. But what does this mean for everyday Americans? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for a...
08/03/2026

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

Last week, headline inflation cooled more than expected, with a monthly drop that was the largest since April 2020. Rene...
07/20/2026

Last week, headline inflation cooled more than expected, with a monthly drop that was the largest since April 2020. Renewed U.S.-Iran hostilities sent oil prices climbing and rattled AI-linked semiconductor stocks, even as Q2 earnings season opened strong. Swipe to learn more.

Markets edged higher last week; however, that narrow leadership came as tensions around Iran and oil kept investors on e...
07/13/2026

Markets edged higher last week; however, that narrow leadership came as tensions around Iran and oil kept investors on edge and put pressure on the Federal Reserve ahead of its late-July meeting. Swipe to learn more.

Happy Fourth of July!Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether t...
07/01/2026

Happy Fourth of July!

Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether that means fireworks, family, or a mouth-watering backyard cookout, our team hopes you have a patriotic and joyful celebration.

Please note that the office will be closed on Friday, July 3rd, in observance of Independence Day. We will be back after the holiday weekend and look forward to connecting with you soon.

Last week, investors shifted money away from AI mega-caps toward cyclical sectors and smaller companies. Inflation is pr...
06/29/2026

Last week, investors shifted money away from AI mega-caps toward cyclical sectors and smaller companies. Inflation is proving stubborn, and U.S.-Iran tensions aren’t helping, putting upward pressure on energy prices and hardening the Fed’s resolve. Swipe to learn more.

And, as a reminder, the U.S. stock market will be closed on Friday, July 3, 2026, in observance of Independence Day. We hope you enjoy the holiday weekend!

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.

The Federal Reserve (Fed) concluded its June policy meeting and opted to hold interest rates steady. Swipe through for a...
06/23/2026

The Federal Reserve (Fed) concluded its June policy meeting and opted to hold interest rates steady. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

Know that we are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

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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