About Carthage Financial Group

The Carthage Financial Group was established by Mr. Ralph Mitchell as a Boston-based Wealth Management firm.  Mr. Mitchell is vastly experienced in all aspects of Portfolio Management and Retirement Planning by virtue of having earned two advanced academic degrees (MBA & MS).  Our philosophy has always been to center upon the unique needs and requests of our each of our various Clients.

We develop customized financial strategies that take into account such factors as Time Horizons, Tolerance for Risk, Taxes as well as whatever each Client's budget happens to be.

What is the difference between a "dream" and a "major event"?  Events are actually funded whereas dreams may never be.  Our goal is to ensure that come that magic date when our Clients expect to access portions of their money, there is enough available to bring their dreams into a pleasant reality.  Call us today to learn more about how we may be able help you to achieve your financial goals.

We operate as an independent Investment Advisory firm providing Financial Literacy, Consulting and Investment Management services to private investors.

This site is for educational purposes and it does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful.  This site does not constitute an offer to enter into any kind of agreement nor to transact business involving any specific investment.