Jodie Beatty - LPL Financial Advisor at Momentum Financial Group

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.

10/04/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.

09/06/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.