Tax specialist firm expands Mercer Advisors’ Southern California footprint, strengthens family office platform to meet growing demand for sophisticated tax planning 

DENVER, November 12, 2025 – Mercer Advisors, a national wealth management and financial planning organization, today announced the acquisition of Beach Freeman Lim & Cleland (“BFLC”), a leading Southern California-based tax firm focused on providing tax, accounting and business advisory services to high-net-worth individuals, families and business owners. The transaction reinforces Mercer Advisors’ commitment to deliver comprehensive, integrated family office services including financial planning, tax planning and preparation, estate planning and investment management. 

BFLC’s 20 tax professionals serve clients across a range of industries and professions including healthcare, real estate, law firms, construction, professional athletes and franchise businesses. The firm operates from offices in El Segundo, Irvine and Ontario, providing deep coverage across the Los Angeles, Orange County and Inland Empire regions. 

“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. “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.”   

“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,” said Doug Beach, Managing Partner at BFLC. “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.” 

Mercer Advisors delivers personalized, high-impact guidance on tax strategy, planning and preparation backed by a national tax team of more than 120 professionals.  

“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,” said Daniel Gourvitch, President of Mercer Advisors. “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.” 

All members of the BFLC team will join Mercer Advisors, with equity ownership opportunities available to full-time employees. 

Mercer Advisors was exclusively advised by Republic Capital Group. 

For more information about partnering with Mercer Advisors, please visit merceradvisors.com/partnerwithus. 

About Mercer Advisors 

For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services, through various affiliated entities and third parties. Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms. The company is headquartered in Denver, Colorado, is privately held, has $90 billion in client assets, over 1,400 employees, and operates nationally through more than 100 locations.   

“Mercer Advisors” is a brand name used by several affiliated legal entities including Mercer Advisors Tax Services, LLC, a tax services and accounting firm; Mercer Global Advisors, Inc., a SEC registered investment adviser; Mercer Advisors Private Asset Management, Inc., a SEC registered investment adviser; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services, LLC (MAIS), an insurance agency. These entities are owned by Mercer Advisors, Inc. Mercer Advisors Inc. is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners.  For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus. 

Important Information 

Company statistics as of September 30, 2025. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. 

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement. Mercer Advisors Tax Services is not a CPA firm and does not provide public accounting services. 

Barron’s Top 100 RIA methodology 

Mercer Advisors was ranked number 1 in non-mega RIA in 2024 and 2025. Advisors who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. 

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.