06/16/2026
After 45 years of serving Southwest Florida, we're excited to share the next chapter in our firm's journey.
Beginning July 1, MarkhamNorton will join Creative Planning, one of the nation's leading integrated wealth management and advisory firms.
While our name will eventually change, the people you've come to know and trust are not changing. The same dedicated team will continue serving you, now backed by expanded resources and expertise.
Together, we'll offer clients access to a broader range of services, including Financial Planning, Strategic Tax Planning, Legal Services, Business Services, Retirement Planning, Insurance, Trusts & Foundations, International Services, and Investment Management.
Same dedicated team. More resources. More possibilities.
Read more about the acquisition: https://creativeplanning.com/press/creative-planning-expands-presence-in-southwest-florida-with-acquisition-of-markhamnorton-accountantsadvisors/