Creative Planning to Acquire MarkhamNorton Accountants+Advisors
June 16, 2026
Creative Planning has entered into an agreement to acquire MarkhamNorton Accountants+Advisors, a Southwest Florida accounting and advisory firm. The transaction is expected to close on July 1, 2026, and MarkhamNorton professionals will join Creative Planning’s platform while continuing to serve clients from their existing Southwest Florida offices.
- Buyers
- Creative Planning
- Targets
- MarkhamNorton Accountants+Advisors
- Industry
- Professional Services
- Location
- United States
- Transaction Type
- Buyout
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