Denver-based Mercer Advisors has acquired Beach Freeman Lim & Cleland (BFLC), a Southern California-based tax, accounting and advisory firm serving high-net-worth individuals, families and business owners. The transaction expands Mercer Advisors’ regional presence and strengthens its integrated family office platform.
BFLC’s 20 tax professionals serve clients across healthcare, real estate, law, construction, professional athletics and franchise businesses from offices in El Segundo, Irvine and Ontario. The addition enhances Mercer Advisors’ capabilities in tax planning, preparation and business advisory services, as well as its reach 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, MP of BFLC, said the merger builds on the firm’s long-standing relationships and client-first approach. “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 said.
Daniel Gourvitch, president of Mercer Advisors, added, “BFLC is a first-call professional services firm with a culture that mirrors our own. Their strong client relationships and Southern California 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.
