Mercer Advisors completed the acquisition of Beach Freeman Lim & Cleland.

Mercer Advisors, a total wealth management firm, completed the acquisition of Beach Freeman Lim & Cleland, a full service accounting, tax and business advisory firm. Financial terms were not disclosed. “This partnership reflects our strategic focus on tax as a cornerstone of our family office set of services. 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,” Jeremiah Barlow, Mercer Advisors Chief Solutions Officer.