Are You a Good Fit?
At Oakstreet, we don’t try to be all things to all people.
What We Look for in Our Clients
We serve best when clients value wisdom, excellence, and a shared pursuit of human flourishing. Many come to us knowing they want to be more intentional with money but are unsure where to begin. They are looking for honest guidance, alignment, and a relationship built on trust.
If you are seeking a financial advisor who listens carefully, explains clearly, and invests with purpose, we may be a good fit.
What We Ask From Our Clients
- Be open and honest about your financial life.
- Understand that markets rise and fall as part of the journey.
- Be responsive and engaged in the planning process.
- Committed to ongoing conversations.
- Have a minimum of $500,000 to invest or engage us for full planning.
- Be aligned with our values-driven approach to investing.
What Our Clients Can Expect from Us
- A principled approach to planning and investing.
- Straightforward advice without jargon.
- Personal attention and thoughtful recommendations.
- An investment philosophy that reflects your values.
- A steady presence through every season.
We don’t work with everyone, and that’s by design.
If you’re ready for clarity, confidence, and a trusted guide to walk with you, let’s talk.
Do I have to share your faith to work with you?
No. While our approach is rooted in a Biblical worldview, we serve anyone who values thoughtful planning and principled investing.
Can I work with you just for investment management?
In some cases yes. However, we believe investing should not be separated from planning. If you want only transactions, we are probably not a fit. If you want long-term portfolio management aligned with your goals and values, we would be glad to talk.
Do you work with business owners or just individuals and families?
We work with individuals, families, and business owners who are serious about stewardship and long-term planning. Whether preparing for retirement, managing a transition, or building a business with purpose, we can help bring clarity and structure to your financial life.
Do you only work with clients in the Spokane–Coeur d’Alene area?
No. While we are based in Liberty Lake, Washington, we serve clients across the Pacific Northwest and nationwide. Most of our meetings are held over Zoom, and we are set up to provide the same level of personal service no matter where you live.
What if I’m not sure what my values are when it comes to investing?
That’s okay. Many clients come to us knowing they want to invest with greater purpose, but are still figuring out what that means. We help you explore and define your values so your strategy reflects what matters to you.