Creative Planning Expands Presence in Southwest Florida With Acquisition

By Will Crow

Creative Planning plans to expand its presence in southwest Florida with the acquisition of MarkhamNorton Accountants+Advisors. Photo credit: Will Crow.

Posted June 17, 2026

Creative Planning announced it has entered into an agreement to acquire MarkhamNorton Accountants+Advisors, expanding the company’s presence in southwest Florida.

The transaction is expected to close on July 1, according to a release. MarkhamNorton team will join Creative Planning and continue to serve clients from their existing Southwest Florida offices.

Founded in 1979, MarkhamNorton offers tax, accounting, litigation support, forensic accounting, valuation and advisory services to clients. The firm serves clients from a wide range of industries, including healthcare, construction, real estate, and manufacturing, according to its website.

“MarkhamNorton has earned the trust of its clients and community through decades of exceptional service, deep expertise and strong relationships,” Peter Mallouk, Creative Planning President and CEO, said in the release. “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.”

MarkhamNorton clients will continue to work with the advisors and professionals they know, while benefiting from Creative Planning’s expanded capabilities.

“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,” Karen Mosteller, MarkhamNorton Managing Partner, said in the release. “Creative Planning stood out because of its fiduciary approach, commitment to client service and shared focus on long-term relationships.”

Headquartered in Overland Park, Creative Planning and its affiliates have more than $710 billion in assets under management or advisement as of December 31, 2025. In March, Creative Planning announced its plans to acquire Maseco LLP. A deal, if approved, would be the firm’s second step into the international market.