Creative Planning, one of the largest independent registered investment advisors in the U.S., announced an agreement to acquire MarkhamNorton Accountants+Advisors, a Southwest Florida accounting and advisory firm. The transaction is expected to close on July 1, 2026.
Founded more than 45 years ago, MarkhamNorton provides tax, accounting, litigation support, forensic accounting, valuation, and advisory services to businesses, families, and individuals across Southwest Florida. Following the transaction, the firm’s professionals will join Creative Planning while continuing to serve clients from their existing offices.
The acquisition will provide MarkhamNorton clients with access to Creative Planning’s broader range of services, including investment management, retirement planning, estate and trust services, family office solutions, tax strategy, outsourced accounting, business consulting, mergers and acquisitions advisory, valuation services, forensic accounting, insurance solutions, lending, technology consulting, and legal services.
Creative Planning and its affiliates managed or advised more than $710 billion in assets as of December 31, 2025.
KEY QUOTES:
“MarkhamNorton has earned the trust of its clients and community through decades of exceptional service, deep expertise and strong relationships. Their client-first philosophy and commitment to delivering thoughtful, personalized advice align perfectly with Creative Planning’s culture and values. We’re excited to welcome their talented team and expand our ability to serve clients throughout Florida.”
Peter Mallouk, President and CEO of Creative Planning
“Our leadership team carefully evaluated what would best position our firm to continue serving clients for generations to come. As the needs of businesses and families become increasingly complex, we recognized the value of joining a firm with the scale, resources and specialized expertise to meet those evolving needs. Creative Planning stood out because of its fiduciary approach, commitment to client service and shared focus on long-term relationships.”
Karen Mosteller, Managing Partner of MarkhamNorton
