Jodie Beatty - LPL Financial Advisor at Momentum Financial Group

05/28/2026

Growth rarely looks dramatic in the beginning. 🌱

A garden starts as dirt, a vision, and a plan. Then come the steady steps: planting, watering, pruning, patience. Long before the blooms appear, the work is already happening beneath the surface.

Financial progress works the same way.

Early investing can feel slow. Small contributions. Quiet progress. Trusting a strategy before you can fully see the results.

But consistency creates momentum.

Over time, disciplined decisions compound. What once looked like “just dirt” becomes something strong, thriving, and deeply rewarding.

Whatever season you’re in financially, keep going. The steady steps you take today are building the future you’ll one day get to enjoy.

— Momentum Financial Group

GrowthTakesTime MomentumForLife

01/22/2026

Sometimes the most powerful progress begins with a pause. When your long-term vision is supported by a thoughtful plan, confidence follows. ✨

01/19/2026

Your best investment isn’t a stock or fund—it’s your confidence. When you understand your finances, you move from stress to strength. Let’s build your Momentum.

12/12/2025

Meet some of the women who keep Momentum moving.

Hope – Client Services Manager
Your go-to for scheduling, general questions, and a great first impression. From greeting clients to supporting everything you see on our website and social media, Hope helps create a seamless, welcoming client experience.

Beth – Office Manager
Bringing structure and precision behind the scenes. Beth ensures every transaction and application is handled with care, accuracy, and exceptional attention to detail.

What brings them together?
Attention to detail.
Care for our clients.
And a shared commitment to making your financial journey feel clear—not complicated.

Jodie leads the vision.
Hope and Beth make it flow.
That’s Momentum. 💫

12/03/2025

Hi, I’m Jodie—founder of Momentum Financial Group. For over 20 years, I’ve been helping individuals and families take control of their financial world.

What lights me up?
Thoughtful planning.
Long-term strategy.
The small, steady steps that create real momentum.

I guide clients through IRAs, Roth IRAs, 529 college savings, and consolidating old accounts so your financial life feels organized—not overwhelming.

My mission is to take the stress off your shoulders and empower you with the knowledge to build the future you envision.

Your vision + the right plan = unstoppable momentum. 💫

02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones Industrial Average edged up only 0.51 percent.1

12/13/2024

We had a wonderful time at our open house and we're so grateful for your support with our donation drive to Lydia Place. Your generosity will make a real difference in the lives of families in need this holiday season. Thank you for being a part of our Momentum Financial Group family!

12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the Nasdaq Composite added 6.21 percent.1

11/07/2024

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits.