Matthew Lee Baumgartner - Northwestern Mutual

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Matthew Lee Baumgartner - Northwestern Mutual Learn from the Past. Plan for the Future. Live in the Present. My mission is to help create a lifetime of financial security.

Whether you're planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and recommendations based on your priorities. I offer expertise in retirement income planning, estate planning and wealth management planning. I'm also backed by a team of Northwestern Mutual professionals who specialize in business succession planning, employee and executive benefits planning and planning for long-term care.

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals...
11/02/2026

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals. Let’s talk through whether it makes sense for you. http://spr.ly/6181BH1X5S

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the r...
10/29/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

Carrying on is easier when you have me in your corner. Before the year ends let’s make sure your retirement plan is stil...
10/27/2026

Carrying on is easier when you have me in your corner. Before the year ends let’s make sure your retirement plan is still working for you. Reach out.

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artifi...
10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6188BH9eSi

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re ...
10/27/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6185BGst6t

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle...
10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6181BGLZ37

Leave your financial doubts in the rearview mirror as you enter the new year. Let’s go over your plan together, find new...
10/22/2026

Leave your financial doubts in the rearview mirror as you enter the new year. Let’s go over your plan together, find new opportunities, and make sure you’re ready to finish strong.

10/22/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market co...
10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6184BHrnaM

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6186BGUAFg

Address

1022 E Divide Avenue, #B
Bismarck, ND
58501

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17012505133

Website

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