Mercer Advisors has strengthened its tax capabilities and broadened its Southern California footprint with the acquisition of Beach Freeman Lim and Cleland, a well-established tax firm serving high-net-worth individuals, families, and business owners across the region. The transaction expands Mercer Advisors’ integrated family office platform as demand for sophisticated tax planning and advisory services continues to grow.
Headquartered in Denver, Mercer Advisors operates a national wealth management organization offering comprehensive financial planning, tax and estate planning, investment management, and family office services. The addition of BFLC broadens its scale in one of the country’s most essential wealth markets. It reinforces its strategy of building a fully integrated service offering backed by subject matter experts in key disciplines.
BFLC brings a team of 20 tax professionals serving clients across various industries, including healthcare, real estate, construction, professional services, franchise operations, and professional athletics. With offices in El Segundo, Irvine, and Ontario, the firm enhances Mercer Advisors’ coverage across Los Angeles, Orange County, and the Inland Empire. All BFLC team members are joining Mercer Advisors, with equity ownership opportunities available for full-time employees.
Mercer Advisors’ national tax team now exceeds 120 professionals who support clients with personalized strategies across tax planning, preparation, and long-term wealth solutions. The firm emphasized that the acquisition reflects its ongoing commitment to integrated family office delivery rooted in deep technical expertise and long-standing client relationships.
Support: Republic Capital Group served as the exclusive adviser to Mercer Advisors on the transaction.
KEY QUOTES:
“This partnership reflects our strategic focus on tax as a cornerstone of our family office set of services. Kendrick Mercer, who founded our firm 40 years ago, was himself a tax and estate attorney. Tax professionals have long played a core role in our family office delivery, and we are thrilled to add the BFLC team to deliver a local family office experience in Southern California communities that we serve.”
Jeremiah Barlow, Chief Solutions Officer, Mercer Advisors
“We’ve built lasting relationships by delivering the personalized attention of a large, local firm, grounded in a deep understanding of our clients’ unique needs. That foundation has enabled us to provide high quality, proactive tax, accounting and planning services. Partnering with Mercer Advisors allows us to build on that legacy, expanding our capabilities, enhancing opportunities for our team and continuing to deliver the collaborative, solutions focused support our clients count on. We believe this is the right next step for both our clients and our team.”
Doug Beach, Managing Partner, Beach Freeman Lim and Cleland
“BFLC is a ‘first call’ professional services firm that has developed strong partnerships with clients to support them on their entrepreneurial journeys. Most importantly, their culture of partnership and investing in CPA talent very much mirrors our own. We couldn’t be more excited to welcome them to the Mercer Advisors family. Their strong client relationships and Southern California presence make them a valuable addition to Mercer Advisors as we scale our tax services in key markets.”
Daniel Gourvitch, President, Mercer Advisors
