Oakstreet Financial
23403 East Mission Avenue, Liberty Lake, Washington, United States
About the Oakstreet Financial
Oakstreet Financial, located at 23403 East Mission Avenue in Liberty Lake, Washington, is a finance institution dedicated to advancing human flourishing through morally responsible investment and financial planning services. As a non-commission advisory firm, Oakstreet serves individuals and businesses committed to a free and virtuous society.
Their investment strategies are built using technical and fundamental analysis, as well as morals-based screens to seek investments in companies making a positive impact while avoiding those operating against traditional values. Oakstreet provides comprehensive financial services, including investment analysis, insurance review, estate planning, retirement planning, tax planning, and more to bring peace, abundance, harmony, and joy to their clients.
During the discovery process, Oakstreet listens to clients' goals, objectives, and values to create a personalized financial road map. They analyze the data collected to identify solutions to protect family income and enhance asset growth while ensuring investments align with traditional values.
Oakstreet presents the results of their findings, including an Inspire Impact Report, and starts implementing a customized plan. They only work with clients committed to human flourishing and manage entire investment portfolios to provide value and manage wealth properly.
Their investment philosophy focuses on high-quality companies that create value for others and offer superior long-term risk-adjusted returns. Oakstreet operates as a fee-only advisory firm to reduce conflicts of interest and provide unbiased recommendations based on clients' goals and needs.
The team at Oakstreet Financial continues the tradition of providing easy-to-understand financial solutions to help clients make educated decisions about their financial goals. By combining faith and finances, they aim to bring peace beyond the uncertainty of the world. If this concept interests you, scheduling a free consultation with Oakstreet Financial is easy.
Photos of Oakstreet Financial
23403 E Mission Ave #220p, Liberty Lake, WA 99019, United States
Opening hours of Oakstreet Financial
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 13:00
Saturday:
Day off
Sunday:
Day off
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