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.

10/15/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6186BH8Nxa

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6182BH8ikj

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6189BGLts1

10/01/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. http://spr.ly/6184BGU2nj

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6184BGdYkq

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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