WaterFront Advisors

WaterFront Advisors Fiduciary, Fee-Only Advisors

We help our clients manage the risk associated with their financial goa

05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice in service to our country.
Their courage, selflessness, and dedication to protecting our freedoms will never be forgotten. Today, we reflect with gratitude for those who gave everything for the generations that follow.
From all of us at Waterfront Advisors, we wish you a meaningful and safe Memorial Day as we honor our nation’s heroes. 🇺🇸
Please note that our office is closed today in observance.

05/24/2026

Happy Birthday to Kristin Ratzlaff! 🎉
This weekend we’re celebrating our Marketing Manager, Kristin, and all the creative energy she brings to Waterfront Advisors each day. We’re grateful for everything she does to help tell our story and connect with our clients and community.
We hope your day is filled with celebration, laughter, and plenty of cake! 🎂

05/21/2026

Today’s forecast at Waterfront Advisors:
🎉 Celebration
🎂 Birthday treats
👏 Lots of appreciation for Pamela Vasquez!
Pam brings dedication, care, and a thoughtful approach to the clients and teammates she works with every day, and we’re excited to celebrate her today.
Wishing you a birthday filled with laughter, great memories, and time spent with the people who matter most. We’re grateful to have you as part of the Waterfront team!
Happy Birthday, Pam! 🎈

05/19/2026

Happy Birthday to Bailee Shaffer! 🎉
Today we’re celebrating Bailee, one of our wonderful Associates at Waterfront Advisors! We’re grateful for the positivity, dedication, and support she brings to our team each and every day.
We’re excited to celebrate Bailee today and wish her a very happy birthday and a year ahead filled with joy, prosperity, and many reasons to celebrate! 🎂🎈
Happy Birthday, Bailee!

05/18/2026

Happy Birthday to Patrick Berch! 🎉
Today we’re celebrating Patrick, one of our dedicated Advisors here at Waterfront Advisors. We’re thankful for the care, professionalism, and guidance he brings to both our team and the clients he serves each day.
Please join us in wishing Patrick a fantastic birthday and a great year ahead filled with happiness, success, and plenty of celebration! 🎂
Happy Birthday, Patrick! 🎈

05/15/2026

✨Happy 14th Birthday to us!✨
Today, we’re celebrating 14 incredible years of serving our clients, supporting our community, and building lasting relationships rooted in trust and guidance.
What started with a vision to provide thoughtful financial advice has grown into something truly special and we couldn’t have done it without the amazing clients, families, friends, and team members who have been part of the journey along the way.
Thank you for 14 years of confidence, connection, and continued growth. We’re proud of where we’ve been and even more excited for what’s ahead.
Here’s to the next chapter! 💙

05/13/2026

Is it summer vacation time yet? ☀️✈️🌴
Whether you’re planning beach days, road trips, or flights across the country, summer memories don’t have to come with financial stress. A little planning and budgeting now can help you enjoy the fun without the post-vacation financial headache.

A few quick travel budgeting tips:
• Set a vacation spending limit before booking
• Plan ahead for meals, activities, and extras
• Use travel rewards or points when possible
• Leave room in the budget for unexpected expenses
• Focus on experiences, not overspending

The best vacations are the ones you can enjoy both during and after the trip. 😎

05/05/2026

Happy Cinco de Mayo! 🌮
And THANK YOU to the 300+ clients, friends, and family who joined us in celebration yesterday evening.
We’re incredibly grateful for such an amazing community—your energy, laughter, and support made the night unforgettable. It was a true joy to celebrate together!
Cheers to great memories, strong connections, and many more celebrations ahead. ¡Salud! 🎉

04/28/2026

Big congratulations to Kale Soukup on earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification! 👏
The CFP® designation represents a significant commitment to excellence in financial planning. It requires rigorous coursework across key areas like retirement planning, investment strategies, tax planning, estate considerations, and risk management—along with passing a comprehensive exam and adhering to high ethical standards. Simply put, it’s one of the most respected certifications in our industry and reflects a deep dedication to serving clients with knowledge and integrity.

We’re incredibly proud of Kale for reaching this milestone and even more excited about what it means for his continued growth. His commitment to expanding his expertise and delivering thoughtful, well-rounded guidance is exactly what we strive for at Waterfront Advisors.

Please join us in congratulating Kale on this outstanding achievement! 🎉

04/24/2026

Happy Birthday, Matt! 🎉
Today we’re celebrating Matt Hekman, our talented Portfolio Manager here at Waterfront Advisors. Matt’s thoughtful approach, dedication to our clients, and steady guidance make a meaningful impact every single day.
We’re grateful to have you on the team and hope your day is filled with plenty of celebration and some well-deserved time to relax and recharge.
Join us in wishing Matt a very happy birthday! 🎈

Address

6711 W 121st Street, Suite 200
Overland Park, KS
66209

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+19139515800

Website

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