W.T.S Financial
Built on Faith. Built for Family. Built with Purpose. Built on Faith. Built for Family. Built with Purpose. Built on Faith. Built for Family. Built with Purpose. Built on Faith. Built for Family. Built with Purpose.
Who We Are

A faith-driven organization,
built for advisors

Unapologetically faith-driven. Serious about business. Built by people who are still building alongside you.

Built on Faith. Built for Family. Built with Purpose.

Faith isn't part of our marketing, it's part of who we are.

Our Founding Partners

Beyond Commissions,
Built for Partnership

Build around people who will challenge you to think bigger, and who are actively building alongside you, not managing from a distance.

Marlin Faulkner
Marlin Faulkner
CEO/President
Eric Harris
Eric Harris
Managing Partner
Joel Mathew
Joel Mathew
Director of Operations
Advisors celebrating together
Smiling team high-fiving at the office
Advisors laughing during a training session
W.T.S advisor smiling in conversation
Our Mission

Advisors deserve more than a contract

W.T.S Financial was built around a simple conviction: advisors deserve an environment built to help them grow, not just a product to sell. That means leadership that stays close to the work, systems built before they're needed, education that never stops, and a community built on faith and real relationships.

We're not trying to be the biggest. We're trying to be the kind of organization serious advisors are glad they found.

Come see what we're building

Meet the people, hear the vision, and decide for yourself.