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PLANNING AND INVESTMENT STRATEGIES

We're here to ignite your momentum and help you move confidently toward the future you envision. 

Our Process
Our History

Build Momentum and see the Big Picture

Ever feel like your finances are a box of puzzle pieces - all there, but hard to make sense of? We help you sort through the pieces, spot what's missing, and put it all together so you can see the big picture clearly.

Financial planning doesn't have to feel overwhelming. Together, we'll create a plan that's simple to follow, builds momentum, and helps your family feel confident about the road ahead.

Why Work With Us?


Life can feel overwhelming - especially when it comes to finances. That's where we come in. At Momentum Financial Group, we help you get organized, simplify the process, and build confidence so you can focus on what matters most - your family, your goals, your life. 

Our team provides financial planning, investment strategies, and protection plans designed around you. We act in your best interest, do the heavy lifting, and walk with you every step of the way. No cookie-cutter solutions - just a plan that fits your unique situation. 

We're your neighbors here in Fairhaven, raising our families alongside you. We believe thriving communities start with empowered individuals, and we'd be honored to help you thrive too. 

Move forward. It all starts with a conversation - call today for your complimentary consultation 360-714-3378. 

The People Behind Momentum Financial Group

Jodie Beatty

Jodie Beatty, CRPS

President / LPL Financial Advisor

Beth Bierman

Beth Bierman

Office Manager

Hope Emily

Hope Emily

Client Services Manager

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