IMA Financial Group Expands Investment Advisory Business with Addition of Coordinated Financial Services

Move adds three private wealth advisors and more than $400 million in client assets

(DENVER – May 4, 2026) IMA Financial Group Inc. announced on May 1, 2026, that Coordinated Financial Services (“CFS”) has become the latest addition to the IMA Advisors division, further strengthening its investment advisory capabilities in the Colorado market.

The CFS team becomes part of IMA Private Wealth, adding more than $400 million in client assets and pushing IMA‘s Registered Investment Advisor business over $8 billion in total assets, including retirement plans and institutional investors.

“Colorado has always been a priority market for IMA, and the CFS team enhances our ability to provide comprehensive wealth management services to individuals and families here,” said IMA Advisors President Michael Gregg. “Their strong client relationships, planning-first mentality, and focus on long-term investment outcomes align very well with our approach.”

“As we thought about the future of our practice, we knew we needed more resources and support to continue growing while still taking great care of our existing clients,” said CFS Managing Partner Matt Obert. “IMA stood out from other potential partners in the infrastructure they had built, the broad network of existing client relationships in their insurance business, and the strong cultural alignment we felt with the people.”

The CFS partnership is the latest move in IMA’s strategy to serve more clients across a wider range of financial services through its IMA Advisors division.  It follows partnerships with Syntrinsic, an institutional investment advisor to non-profits, foundations, and endowments, RedRidge (now IMA Diligence Services), providing due diligence for M&A and lending transactions, and the recent addition of TRG Investment Advisors, a retirement plan advisor and private wealth manager in New England.

About IMA Financial Group

IMA Financial Group is an integrated financial services company, providing insurance, employee benefits, risk management, investment advisory, and other financial services to institutions and individuals across the U.S. A majority employee-owned and managed company, its 3,000-plus associates in more than 70 offices are empowered by a shared mission to protect assets and make a difference.