OVERLAND PARK, Kan., June 16, 2026 — Creative Planning, one of the nation’s largest
independent registered investment advisors (RIAs), today announced that it has entered
into an agreement to acquire MarkhamNorton Accountants+Advisors (MarkhamNorton), a
leading Southwest Florida accounting and advisory firm. The transaction is expected to
close on July 1, 2026.
Founded more than 45 years ago, MarkhamNorton has built a strong reputation for serving
businesses, families and individuals throughout Southwest Florida with tax, accounting,
litigation support, forensic accounting, valuation and advisory services. The firm’s
professionals will join Creative Planning’s expanding national platform while continuing to
serve clients from their existing Southwest Florida oƯices
