Carter-Stearns Financial

Carter-Stearns Financial Retirement Planning,
Financial Investments, Financial Counseling

🎉A big day for the Carter-Stearns Financial  family.🎉Andrew Stearns – husband of our President, Mandee Carter-Stearns – ...
05/15/2026

🎉A big day for the Carter-Stearns Financial family.🎉

Andrew Stearns – husband of our President, Mandee Carter-Stearns – passed his Series 65 exam today, an important milestone on the path to becoming an Investment Adviser Representative.

For those outside the financial world: the Series 65 is the rigorous exam the SEC and state regulators require of anyone who wants to provide investment advice under a fiduciary standard – the legal duty to put clients' interests first.

Dee Carter built this practice on the value of serving West Texas families well. His daughter Mandee carried it forward. And today, Andrew took his own first major step in that same world.

Andrew, we could not be prouder of you. Congratulations.

We will be closed tomorrow, Friday May 1st, for our daughter's final adoption hearing. We will be back in the office Mon...
04/30/2026

We will be closed tomorrow, Friday May 1st, for our daughter's final adoption hearing.
We will be back in the office Monday morning!

Today, we pause to reflect, renew, and embrace purpose. Wishing you peace and gratitude this Good Friday. Our office wil...
04/03/2026

Today, we pause to reflect, renew, and embrace purpose. Wishing you peace and gratitude this Good Friday. Our office will be closed today and will reopen Monday, April 6.

Presidents’ Day reminds us that strong leadership creates lasting impact. The same is true for planning your financial f...
02/16/2026

Presidents’ Day reminds us that strong leadership creates lasting impact. The same is true for planning your financial future with intention. Our office will be closed today in observance of Presidents’ Day and will reopen tomorrow, Tuesday, Feb 17.

Protect more than your assets.Insurance isn’t about fear, it’s about preparation. Review your coverage to ensure it stil...
02/10/2026

Protect more than your assets.
Insurance isn’t about fear, it’s about preparation. Review your coverage to ensure it still matches your needs and supports your retirement goals.

Who depends on your plan?Your beneficiaries reflect your story. When was the last time you checked that your accounts ma...
02/05/2026

Who depends on your plan?
Your beneficiaries reflect your story. When was the last time you checked that your accounts match your current wishes? Small reviews make a big difference.

Review your designations regularly.Outdated beneficiaries can create confusion later. Review your account titles each ye...
02/03/2026

Review your designations regularly.
Outdated beneficiaries can create confusion later. Review your account titles each year to make sure your assets go exactly where you intend.

Define success on your terms.SMART goals turn ideas into action. Take time to set clear, measurable financial targets an...
01/29/2026

Define success on your terms.
SMART goals turn ideas into action. Take time to set clear, measurable financial targets and track your progress throughout the year.

Measured goals make progress visible. What gets measured gets managed. Tracking your net worth gives you a clear view of...
01/27/2026

Measured goals make progress visible. What gets measured gets managed. Tracking your net worth gives you a clear view of your progress and keeps your plan focused.

Reflect on progress and prepare for February. How did your January goals go? Take a few minutes to note wins, challenges...
01/22/2026

Reflect on progress and prepare for February. How did your January goals go? Take a few minutes to note wins, challenges, and updates for next month. Consistency builds confidence.

Address

1509 W. Wall Street , Ste. 114
Midland, TX
79701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

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