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.

Last week’s data confirmed that the U.S. economy is not rolling over, but it is not delivering the relief markets want e...
06/15/2026

Last week’s data confirmed that the U.S. economy is not rolling over, but it is not delivering the relief markets want either. Inflation is refusing to cooperate, with prices jolted by the impact of the Middle East conflict on energy costs. Swipe to learn more.

And as a quick reminder for the upcoming week: markets will be closed on June 19th in observance of Juneteenth.

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, ...
06/14/2026

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, we might not know all of the history behind this symbol.

To celebrate, we wanted to share a few fun facts about the history of the flag that might surprise you:

🔹 The current 50-star design was created by a 17-year-old. Robert G. Heft of Lancaster, Ohio, submitted the design as a high school project in 1958. It was chosen by President Eisenhower out of more than 3,000 submissions in 1960.

🔹 There have been 27 official versions of the flag. Twenty-five of those changes were solely to update the number of stars every time a new state joined the Union. The star additions were admitted on July 4th, and, together, they give us a rich visual history of the country's growth over time.

🔹 The colors for the flag have taken on their own meanings over the years. Charles Thomson, secretary of the Continental Congress in 1774, suggested that red represents hardiness and valor, white symbolizes purity and innocence, and blue stands for vigilance, perseverance, and justice.

🔹 Six American flags have been planted on the moon. Neil Armstrong and Edwin E. “Buzz” Aldrin were the first, but five additional Apollo missions have also left a flag on the lunar surface.

🔹 The current design is the longest-running version in history. No new states have been added since Hawaii joined the union in 1959, making this the most enduring flag design the country has ever had.

Wishing you a wonderful Flag Day filled with pride and appreciation for the history behind the flag we share.

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.

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

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