Creative Planning, a registered investment adviser (RIA), has announced that it 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.
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 offices.
The acquisition will provide MarkhamNorton clients with access to Creative Planning’s comprehensive suite of integrated services, including investment management, retirement planning, estate and trust services, family office solutions, tax strategy, audit and assurance, outsourced accounting and payroll, bu
