Creative Planning Strengthens Its Operations in Southwest Florida with MarkhamNorton Acquisition

Creative Planning's Expansion in Southwest Florida

Creative Planning, a leading independent registered investment advisor (RIA) in the United States, is set to broaden its reach in Southwest Florida through the acquisition of the esteemed MarkhamNorton Accountants+Advisors. This strategic move, announced on June 16, 2026, is due to finalize by July 1, 2026, allowing the firm to leverage MarkhamNorton’s established reputation over its 45-year history.

A Strategic Acquisition

MarkhamNorton is recognized for its extensive array of services which include tax, accounting, litigation support, forensic accounting, valuation, and advisory services. The firm has adeptly catered to a diverse clientele, including businesses, families, and individuals in the region. This acquisition will see MarkhamNorton’s team integrate into Creative Planning’s growing national platform, continuing to operate from their current offices in Southwest Florida.

Peter Mallouk, President and CEO of Creative Planning, expressed enthusiasm regarding the alignment of values between the two firms, stating, “MarkhamNorton has earned the trust of its clients and community through decades of exceptional service, deep expertise and strong relationships.” The partnership will enable both organizations to enhance client service through a unified approach, combining their unique strengths.

Expanded Service Offerings for Clients

For clients of MarkhamNorton, this acquisition means access to an extensive suite of integrated services provided by Creative Planning. These offerings encompass investment management, retirement planning, estate and trust services, family office solutions, and comprehensive tax strategies. Additionally, clients will benefit from audit services, outsourced accounting and payroll, business consulting, and forensic accounting, among other specialized solutions.

The partnership is designed to significantly bolster the support available to clients as they navigate increasingly complex financial landscapes. MarkhamNorton’s Managing Partner, Karen Mosteller, highlighted the firm's commitment to meeting evolving client needs, “Our leadership team carefully evaluated what would best position our firm to continue serving clients for generations to come. Creative Planning stood out because of its fiduciary approach and dedication to client service.”

Commitment to Client Relationships

A unique aspect of this acquisition is the commitment from Creative Planning that MarkhamNorton clients will continue to work with the advisors and professionals they know and trust. This focus on existing relationships while simultaneously introducing enhanced capabilities is a central theme of the merger.

Creative Planning's extensive experience in wealth management ensures that clients will benefit from a more comprehensive approach to all of their financial needs, while retaining the personal touch that has characterized MarkhamNorton’s service.

Overview of Creative Planning

Creative Planning, LLC, is a prominent independent wealth management firm specializing in a variety of financial services designed to holistic management of client portfolios. As of December 31, 2025, the firm and its affiliates manage over $710 billion in client assets, highlighting their significant influence in the investment landscape. This acquisition is positioned to further enhance Creative Planning’s national stature while providing enriched services tailored to clients in Southwest Florida.

In summary, the acquisition of MarkhamNorton Accountants+Advisors by Creative Planning represents a pivotal moment for both firms. It creates a powerful coalition that champions client-first strategies and embodies a shared commitment to excellence in service and financial stewardship.