Oakstreet Financial is a fee-only fiduciary financial advisory firm based in the Spokane–Coeur d’Alene area and serving clients nationwide. It helps faith-driven individuals and families align financial decisions with their beliefs through personalized planning and Biblically Responsible Investing. The firm focuses on clients aged 45 and older, including those preparing for retirement, managing an inheritance, selling a business, changing jobs, or seeking a more purposeful approach to their wealth.

Oakstreet’s services include financial planning and investment management. Planning can address current income, retirement, asset growth, family and property protection, and charitable giving. Investment management includes customized portfolios designed around clients’ goals, diversification, risk considerations, growth, income needs, and faith-based values. The firm describes its advice as transparent, with no commissions, sales pressure, or hidden agendas.

Its process begins by exploring whether there is a good fit, then establishing the financial foundation and aligning plans and investments with the client’s priorities. Oakstreet partners with Inspire Advisors to provide Biblically Responsible Investing strategies.