What is a fee-only fiduciary firm?

A fee-only fiduciary is legally and ethically required to always put your best interests first. We do not receive sales commissions. This creates alignment with clients, keeps advice objective, and reduces conflicts of interest.

Do I need to be religious to work with you?

No. While our values are rooted in a Biblical worldview, we serve anyone who values thoughtful planning, principled investing, and long-term partnership. If you are looking for a trustworthy advisor who brings clarity and care to every decision, let’s talk.

What do you mean by principled advice?

Principled advice means making financial decisions based on truth rather than trends. It is guided by time-tested wisdom, a long-term perspective, and a Biblically Responsible Investing (BRI) framework. We do not chase hype, compromise integrity, or simply tell you what you want to hear.

Can you work with clients outside the Spokane–Coeur d’Alene area?

Yes. While we are based in Liberty Lake, Washington, we serve clients across the Pacific Northwest and throughout the country. Most of our meetings are held over Zoom, and we support long-distance relationships with the same level of care as in-person meetings.

What kinds of clients do you typically work with?

We serve faith-driven individuals and families who value long-term relationships, clear communication, and a financial approach that reflects their values. Many come to us during life transitions such as retirement, career change, inheritance, or the desire to simplify and steward resources more intentionally.

About Oakstreet Financial | Liberty Lake, WA

In 1972, after returning home from Vietnam, David Eck’s father, Dave Sr., discovered that his uncle had sold him an overpriced whole life policy. If anything had happened, his young family would have been left unprotected. That betrayal sparked a lifelong mission to protect families from financial industry abuse and bring clarity to ordinary people.

Mentored by a fellow Army officer, Dave Sr. became licensed and launched a grassroots effort to teach families how money works. His simple, practical approach aligned with leaders like Art Williams, Larry Burkett, and Dave Ramsey, making financial wisdom accessible to everyday families.

Today, Oakstreet Financial continues that mission. We are Christian financial advisors based in Spokane, serving clients nationwide who want to align their wealth with timeless values.

More than fifty years later, Dave Sr.’s vision is carried on by his son David and the Oakstreet team. We provide principled guidance and personalized strategies that help clients live with greater purpose, generosity, and peace of mind.

Money is not an end in itself. It is a tool to serve life, family, and calling. That is why we help clients build portfolios and plans that support human flourishing and allow them to live and retire on purpose.

In 2019, Oakstreet partnered with Inspire Advisors, a national leader in Biblically Responsible Investing (BRI) and ranked the number three Best Financial Advisory Firm for 2025 by USA Today and Statista. This partnership provides institutional-level tools, combined with our personal approach of long-term relationships built on trust and accessibility.

Excellence – Work with Care

We take our work seriously because it reflects who we serve. We explain clearly, advise with care, and follow through with integrity in every detail.

Wisdom – Rooted in Reality

We help clients make financial decisions that reflect the life they want to build. Guided by timeless principles, our advice brings perspective to choices that create lasting wealth.

Justice – Do What’s Right

Money is meant to promote human flourishing. We build portfolios and plans that support a free and virtuous society and never knowingly fund harm.

Confidence – Peace in Every Season

Market volatility is not a flaw. It is the path to long-term gain. Our plans adapt to life’s changes and keep you moving forward with clarity.

What is a fee-only fiduciary firm?
A fee-only fiduciary is legally and ethically required to always put your best interests first. We do not receive sales commissions. This creates alignment with clients, keeps advice objective, and reduces conflicts of interest.
Do I need to be religious to work with you?
No. While our values are rooted in a Biblical worldview, we serve anyone who values thoughtful planning, principled investing, and long-term partnership. If you are looking for a trustworthy advisor who brings clarity and care to every decision, let’s talk.
What do you mean by principled advice?
Principled advice means making financial decisions based on truth rather than trends. It is guided by time-tested wisdom, a long-term perspective, and a Biblically Responsible Investing (BRI) framework. We do not chase hype, compromise integrity, or simply tell you what you want to hear.
Can you work with clients outside the Spokane–Coeur d’Alene area?
Yes. While we are based in Liberty Lake, Washington, we serve clients across the Pacific Northwest and throughout the country. Most of our meetings are held over Zoom, and we support long-distance relationships with the same level of care as in-person meetings.
What kinds of clients do you typically work with?
We serve faith-driven individuals and families who value long-term relationships, clear communication, and a financial approach that reflects their values. Many come to us during life transitions such as retirement, career change, inheritance, or the desire to simplify and steward resources more intentionally.

About Oakstreet Financial

A Legacy of Stewardship

Carrying the Mission Forward

The Core Values