About IMA Financial Group

IMA Financial Group is an integrated financial services company that protects the assets of a wide-ranging client base through Property & Casualty, Employee Benefits and Wealth Management solutions consulting. Founded on employee ownership, the firm is majority owned by its 3,000+ associates, across 39 states, who bring an owner’s mindset to delivering tailored solutions across industries like manufacturing, distribution, construction, real estate, technology, and more. The company reports a 96% client retention rate and oversees more than $9 billion in annual client premiums, with over 50 years as an employee-owned business.

Beyond the numbers, IMA frames its work around a mission of “protecting assets, making a difference” — both for clients and the communities it operates in. Through the IMA Foundation, the company supports nonprofits in its markets and gives associates paid time for community service. Its culture is built on six core values (build belonging, client obsessed, own it, people matter, raise the bar, and stronger together), and leadership is measured not just by business results but by how it shows up across every area of associates’ lives.