Michael Case of M.A.Case & Associates, Northwestern Mutual is a member of XPX Maryland

Michael A. Case

Financial Advisor

Baltimore, Maryland

Professional Profile

Call Me When

Call Me When... Your clients are moving into higher tax brackets, scaling businesses which rely on key personnel, looking to retain cash and increase leverage or they'd simply like to diversify their wealth outside of their businesses.

Contact Method

Profession

  • Consultant
  • Insurance
  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Cash management
  • Compensation
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Fiduciary
  • Finance
  • Investments
  • Retirement
  • Risk management
  • Exit/Transition Planning
  • Business Focus

    Financial Planning for Business Owners

    Transition Planning Certification

    Client Industries

  • Business Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    Membership

    Maryland Individual

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Menu