Creative Planning announced that it has entered into an agreement to acquire MarkhamNorton Accountants+Advisors, an accounting and advisory firm based in Southwest Florida.
The transaction is expected to close on July 1, 2026. Financial terms were not disclosed.
Founded more than 45 years ago, MarkhamNorton provides tax, accounting, litigation support, forensic accounting, valuation, and advisory services to businesses, families, and individuals throughout Southwest Florida.
Following the close of the transaction, MarkhamNorton professionals will join Creative Planning’s national platform while continuing to serve clients from their existing Southwest Florida offices.
Creative Planning said the acquisition will expand its presence in Southwest Florida and strengthen its ability to provide integrated wealth management, tax, advisory, and business services to clients in the region.
MarkhamNorton clients will gain access to Creative Planning’s broader suite of services, including investment management, retirement planning, estate and trust services, family office solutions, tax strategy, outsourced accounting and payroll, business consulting, mergers and acquisitions advisory, valuation services, forensic accounting, litigation support, insurance solutions, lending, technology consulting, and legal services.
The transaction will allow MarkhamNorton clients to continue working with their existing advisors and professionals while also benefiting from Creative Planning’s expanded capabilities and resources.
Creative Planning is an independent wealth management firm offering financial planning-led investment management, retirement planning, estate planning, trust services, tax advice, family office services, business services, and institutional money management.
The company and its affiliates had more than $710 billion in assets under management or advisement 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
