IMA Financial Group

IMA Financial Group is an integrated financial services company focused on protecting clients’ assets through insurance and wealth management solutions. The company describes its work as “insight driven,” combining advisory support with insurance and financial services for organizations and individuals. Its stated mission is to protect assets and make a difference for clients and the communities where it operates.

For businesses, IMA provides insurance and risk-related advice intended to address organizations’ individual needs and exposures. Its offerings include commercial insurance, risk management, wholesale brokerage and specialty insurance. The company also serves small businesses, helping them navigate insurance decisions and develop coverage plans suited to how they operate. IMA’s website describes a consultative approach, with advisors using data and industry experience to shape solutions.

IMA also works with employers on employee benefits. Its services include benefits consulting and support with workplace trends, policies and analytics. The company presents these services as a way to help employers create an environment where employees can thrive, while addressing the changing needs and requirements associated with benefits programs.

Other services listed by IMA include retirement plan solutions, investment advisory, personal lines insurance and financial diligence. The company serves clients across multiple sectors and says its broad client base receives customized solutions. Its official materials characterize IMA as an independent broker and integrated financial services company, with associates working across offices in the United States and other North American markets.

IMA traces its history to 1974, when it was founded in Wichita, Kansas. The company has since grown through expansion and strategic partnerships, and identifies Denver, Colorado, as its headquarters. Its current company overview reports more than 3,000 associates and states that all employees are owners, emphasizing employee ownership as a defining feature of its operating model.

IMA’s stated mission extends beyond commercial services: the company says it seeks to make a difference in the communities in which it operates. Through the IMA Foundation, it financially supports nonprofit organizations in its markets and encourages associates to take part in community service, including by allocating work hours for service activities.

The company’s published values include building belonging, being client obsessed, taking ownership, valuing people, raising standards and working together. IMA describes its culture in terms of an owner’s mindset, customized client service and community involvement. Its careers messaging emphasizes contributing to local communities alongside the company’s business work.