Creative Planning Expands Florida Presence With Acquisition Of MarkhamNorton

Key Takeaways

Creative Planning is expanding its footprint in Southwest Florida through the acquisition of Markham Norton Accountants+Advisors.
The acquisition aims to provide Markham Norton clients with access to a wider range of financial services offered by Creative Planning.
Markham Norton has been in operation for over 45 years, indicating a stable and established client base.
The deal is expected to close on July 1, 2026, suggesting a significant integration period or regulatory review.
Both companies emphasize a client-first philosophy and a commitment to long-term relationships.