Our Story

Investment Management Associates was founded in 1989 by William “Bill” Bowers and a group of dedicated advisors committed to helping clients achieve their financial goals through personalized guidance and trusted advice.

Over the years, our firm has grown beyond investment management to offer a more comprehensive approach to financial planning and wealth management, helping clients navigate all aspects of their financial lives.

In 2025, following Bill’s retirement, ownership of the firm transitioned to Mitchell Sinz, a longtime advisor and leader within the organization. Today, Mitchell and his team continue to build on the values that have guided Investment Management Associates for more than 35 years: providing personalized service, trusted advice, and lasting client relationships.