Invest on Purpose.

Financial planning and Principled Investing for Faith Driven Americans

Clear Planning.

Principled Investing.

You have worked hard and built wealth. But you may still feel a quiet uncertainty, wondering if your finances truly align with your values or if you have the right plan for the future.


That is where we come in.


At Oakstreet Financial, we help faith-driven Americans Invest on Purpose and build a plan that brings confidence and peace. You have lived with intention. Now your wealth can reflect your faith, support your family, and shape your legacy. Our approach blends wise planning with values based investing so your money works for you and the life you are building.


Based in Spokane–Coeur d’Alene, we serve clients nationwide with personalized financial planning and Biblically Responsible Investing. As a fee-only fiduciary, we provide transparent advice with no commissions, no sales pressure, and no hidden agendas. We listen carefully, explain simply, and walk with you through every season of life.


We partner with Inspire Advisors, an award-winning leader in Biblically Responsible Investing, giving clients institutional-level strategies without moral compromise.

See What Our Clients Have to Say*

Timothy A.

God first, intelligent and faithful aka experienced. This is what comes to mind when I think about Oakstreet Financial. Could not recommend anyone better or more trustworthy.

Russell H.

We met with David one more time before starting our retirement adventure across the country. Our financial goals had already been achieved because of David’s wisdom so we discussed our cross country plans and goals for continued investments. We are in our early 50’s and are retired! Thank you David for the guidance as we navigated our financial goals and developed our strategy so many years ago. You are an incredible person and we consider our first meeting with you all those years ago as a pivotal point in our lives!

Karen F.

Very detailed, easy to understand, excellent communication, took the time to research what would be the best for my situation. Loved that he opened and ended the discussion with prayer.

Timothy A.

God first, intelligent and faithful aka experienced. This is what comes to mind when I think about Oakstreet Financial. Could not recommend anyone better or more trustworthy.

Russell H.

We met with David one more time before starting our retirement adventure across the country. Our financial goals had already been achieved because of David’s wisdom so we discussed our cross country plans and goals for continued investments. We are in our early 50’s and are retired! Thank you David for the guidance as we navigated our financial goals and developed our strategy so many years ago. You are an incredible person and we consider our first meeting with you all those years ago as a pivotal point in our lives!

*Testimonials reflect the experiences of individual clients and are not a guarantee of future performance or success. No client was compensated for their testimonial unless otherwise disclosed. Results may vary.

Who We Serve

We work with individuals and families 45 years and older who want their money to reflect their values.


Many of our clients are preparing for retirement, navigating inheritance, selling a business, or changing jobs. Others are simply ready to steward their resources with greater purpose and peace of mind.


Wherever you are, we help you move forward with clarity, wisdom, and confidence.

Planning & Stewardship

Manage income now

Plan for retirement

Grow your assets

Protect family & property

Give to what you care about

Couple poses with wheelbarrow of hay, outdoors. Man in blue shirt, woman in plaid, both in boots.

Investment Management

Growth & Qualtify Focus

Customized portfolios

Biblically Responsible Investing (BRI)

Diversify Risk

Generate Income

OUR PROCESS

A clear and purposeful approach to faith-driven planning and investing


1. EXPLORE

Clarify alignment and decide if working together makes sense. These conversations are fit, not pressure.

2. ESTABLISH

Lay the foundation by gathering the financial details and opening the proper accounts needed to move forward.

3. ALIGN

Go deeper into your goals, dreams, and values. We take time to understand your priorities to build a plan that reflects your long-term purpose.

4. IMPLEMENT

Invest on Purpose. We put your plan into action with care, creating a portfolio that reflects your goals and values.

5. STEWARD

Walk it out. Ongoing reviews keep your plan on track, adapting as life changes while staying true to your direction.

Ready to build confidence in your future?

Contact Us