WaterFront Advisors

WaterFront Advisors Fiduciary, Fee-Only Advisors

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

🎃 You’re Invited: Waterfront Halloween Happy Hour! 🎃It’s time to get spooky! Join us for an evening of drinks, appetize...
08/31/2026

🎃 You’re Invited: Waterfront Halloween Happy Hour! 🎃

It’s time to get spooky! Join us for an evening of drinks, appetizers, good company, and plenty of Halloween fun. 🍹🍽️

📅 Thursday, October 29th
⏰ 5:00–7:00 PM
📍 6711 W 121st Street, Overland Park, KS 66209

And yes… COSTUMES ARE WELCOME! 🧙‍♀️🧛‍♂️👻

Come dressed to impress, scare, entertain, or simply enjoy a festive evening with the Waterfront team. We’d love to see you there!

📩 Please RSVP by Oct. 23rd to Bailee at [email protected]

We can’t wait to celebrate with you! 🎉

08/28/2026

🔍 Sneak Peek: Compliance Demystified

Ever wonder what happens behind the scenes to help protect investors when they partner with a Registered Investment Adviser (RIA)?

Our newest blog takes a closer look at the oversight and compliance responsibilities that help provide transparency and accountability within the advisor-client relationship.

Compliance may not be the most exciting topic, but understanding how the process works can help you feel more confident when choosing the right financial advisor.

👉 Read the full article on the Waterfront Advisors website (www.waterfrontadvisors.com/blog) and check back often for more financial insights and educational resources.

08/26/2026

🐾 Happy National Dog Day! 🐾

Today, we’re celebrating the four-legged members of the Waterfront family who bring plenty of joy, personality, and unconditional love into our lives. ❤️

From loyal companions and enthusiastic greeters to expert nappers and professional treat testers, our dogs have a way of reminding us that sometimes the best things in life have nothing to do with numbers or markets. 🐶

Here’s to the dogs who make us smile, keep us company, and remind us to take a break and enjoy the moment!

Share a photo of your favorite furry friend in the comments! 📸🐕👇

08/21/2026

🔥 Have you heard of the F.I.R.E. Movement? 🔥

You probably want to! 👀💰

F.I.R.E. stands for Financial Independence, Retire Early. Our newest blog post explores how you could work toward retiring early and gaining more freedom over your future. 🚀🏖️

👉 Visit our website to learn more! www.waterfrontadvisors.com/blog

🎒📚 School Season Is Here!Backpacks are packed, schedules are filling up, and a new school year is officially underway! A...
08/12/2026

🎒📚 School Season Is Here!

Backpacks are packed, schedules are filling up, and a new school year is officially underway! As families settle back into their routines, it's also a great time to take a fresh look at your financial goals.

From college savings and 529 plans to budgeting for activities, tuition, and future education expenses, a little planning today can help create greater financial confidence tomorrow.

At Waterfront Advisors, we're here to help you navigate the financial decisions that come with every stage of life, including planning for the next generation. 💙

Wishing all the students, parents, teachers, and families in our community a happy and successful school year!

07/24/2026

⚽ Halftime isn't just for soccer—it's a great time to check in on your financial game plan, too.
Our newest blog, "Halftime: A Mid-Year Market Checkup," takes a closer look at the first half of 2026 and what may lie ahead for investors.

Inside, you'll find insights on:
📈 Market performance through the first half of the year
🤖 The continued impact of artificial intelligence on the economy and markets
🌍 Geopolitical events and inflation trends
💵 Interest rates, bonds, and the Federal Reserve outlook
🔍 What investors should be watching as we head into the second half of 2026
While markets have delivered a strong first half, uncertainty remains. Staying focused on your long-term financial plan is often the best strategy through changing market conditions.

👉 Read the full blog on our website, and be sure to check back each week for new insights, market updates, and financial planning resources from the Waterfront Advisors team.

⚽📊

07/17/2026

📢 We've Launched Our New Blog!

We're excited to introduce the new Blog page on the Waterfront Advisors website - your destination for timely financial perspectives, market insights, and educational resources designed to help you make informed financial decisions.

📰 Our latest post is now live:

AI in Wealth Management: The Efficiencies, The Risks, and Why Humans Still Rule

Artificial intelligence is changing many aspects of our lives, including the financial industry. In this article, we explore how AI is enhancing wealth management, where its limitations lie, and why the experience, judgment, and personal relationships of trusted financial advisors remain invaluable.

Be sure to visit our blog and check back each week for new articles covering financial planning, investing, retirement, market updates, and other topics to help you stay informed and confident in your financial journey.

👉 Visit our website to read the latest articles and explore our new blog page!
www.waterfrontadvisors.com/blog

07/03/2026

In observance of Independence Day, Waterfront Advisors will be closed today, July 3rd.

As we celebrate our nation's independence, we hope you enjoy a safe and memorable holiday filled with family, friends, and time spent doing what you love.

Our office will reopen during normal business hours on Monday, July 6th.

Happy Fourth of July from all of us at Waterfront Advisors! 🇺🇸

07/01/2026

Happy International Joke Day! 😂

At Waterfront, we spend most of our days talking about financial planning and investing, but today, we're making room for a little laughter!

Here's one of our favorite finance jokes:

📈 Why did the investor sleep like a baby?..Because they woke up every few hours to check the market!

We hope that your day is filled with lots of smiles! A little laughter is always a great investment.

Happy International Joke Day from all of us at Waterfront Advisors! 😄

06/21/2026

Today we celebrate the dads, grandpas, stepdads, mentors, and father figures who lead with strength, wisdom, patience, and love.
Whether it’s teaching the value of hard work, planning for the future, or simply always being there when it matters most, fathers make a lasting impact that goes far beyond finances.
From all of us at Waterfront, Happy Father’s Day to the incredible dads in our community. We hope your day is filled with family, laughter, and appreciation for all you do.

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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