Lighthouse

Oakstreet Financial is a non-commission advisory firm based in Bonney Lake, WA, dedicated to advancing human flourishing through morally responsible investments and financial planning services. Their investment strategies are built on technical and fundamental analysis, incorporating morals-based screens to seek out companies making a positive impact while avoiding those operating against traditional values.

With a focus on providing comprehensive financial services designed to bring peace, abundance, harmony, and joy to their clients, Oakstreet Financial offers financial planning services that cover investment analysis, insurance review, estate planning, retirement planning, tax planning, and more. Their faith-based approach to investing appeals to individuals and businesses committed to a free and virtuous society, seeking to make a positive impact on the world through their financial decisions.

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