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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 Adv...
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