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Mercer Advisors Expands Southern California Tax Practice with Addition of Beach Freeman Lim & Cleland
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Subscribe12 NOV 2025 / M&A UPDATES
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Denver-based wealth management firm Mercer Advisors has acquired Southern California tax and accounting firm Beach Freeman Lim & Cleland (BFLC). The acquisition boosts Mercer Advisors’ regional footprint and its family office platform, and also expands its tax planning, preparation and business advisory services.
Denver-based Mercer Advisors has acquired Beach Freeman Lim & Cleland (BFLC), a prominent Southern California tax, accounting and advisory firm serving high-net-worth individuals, families and business owners. The deal significantly expands Mercer Advisors’ regional footprint while strengthening its integrated family office platform.
BFLC’s 20 tax professionals support clients across healthcare, real estate, law, construction, professional athletics and franchise businesses from offices in El Segundo, Irvine and Ontario. Their addition deepens Mercer Advisors’ capabilities in tax planning, preparation and business advisory services across Los Angeles, Orange County and the Inland Empire.
“This partnership reflects our strategic focus on tax as a cornerstone of our family office set of services,” said Jeremiah Barlow, chief solutions officer at Mercer Advisors. “We are thrilled to add the BFLC team to deliver a local family office experience in Southern California communities that we serve.”
Doug Beach, managing partner of BFLC, said the combination builds on the firm’s long-standing relationships and client-first culture. “Partnering with Mercer Advisors allows us to build on our legacy, expand our capabilities and enhance opportunities for our team while continuing to deliver collaborative, solutions-focused support to our clients,” he noted.
“BFLC is a first-call professional services firm with a culture that mirrors our own,” added Daniel Gourvitch, president of Mercer Advisors. “Their strong client relationships and local presence make them a valuable addition as we scale our tax services in key markets.”
All members of BFLC will join Mercer Advisors, with equity ownership opportunities available to full-time employees.
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