Mercer Advisors, a national wealth management and financial planning organization, has announced the acquisition of Beach Freeman Lim & Cleland (BFLC), a 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.
Mercer Advisors delivers personalized, high-impact guidance on tax strategy, planning a
