our History
More Than 50 Years of Independent, Fiduciary Financial Advice
Since 1972, Bridgeview Capital Advisors, Inc. has helped individuals and families make informed financial decisions through every stage of life. While our leadership has evolved over the decades, our commitment has remained the same: provide objective advice, build lasting relationships, and always put our clients’ interests first.
As an independent, fee-only Registered Investment Advisor, we believe financial planning is about much more than managing investments. It’s about helping people make confident decisions with their money through thoughtful planning, tax strategy, and long-term guidance.
Founded in 1972
Fee-Only Fiduciary
Integrated financial Planning
El Dorado Hills, CA
Our Story
For more than five decades, Bridgeview Capital Advisors, Inc. has grown through careful succession rather than acquisition.
Rather than being sold to a large financial institution or private equity firm, leadership has transitioned internally to advisors who built their careers within the firm and share the same client-first philosophy.
That continuity allows us to preserve the relationships, culture, and personalized service our clients have come to expect.
Three generations of leadership.
One commitment to putting clients first.
A Legacy Built on Trust
1972 • William “Bill” Griffith
Bridgeview Capital Advisors, Inc. was founded in 1972 by William “Bill” Griffith with a simple philosophy: provide honest financial guidance built on trust, integrity, and long-term relationships.
Those values continue to shape every client relationship today.
1982 • Robert “Bob” Tamblyn
As the firm grew, Bill Griffith mentored and developed the next generation of leadership. Upon his retirement, ownership transitioned internally to Robert “Bob” Tamblyn, who had begun his career with the firm as an employee.
Bob continued the firm’s tradition of independent advice and personal service while helping individuals and businesses navigate changing markets and financial landscapes.
2008 • David N. Waldrop, CFP®
In 2008, the next generation of leadership began when David Waldrop, who had likewise grown within the organization as an employee, succeeded Bob Tamblyn as owner upon his retirement. This internal succession reflected the firm’s longstanding belief that continuity matters, not only for the business, but for the clients and families who place their trust in it.
As a CERTIFIED FINANCIAL PLANNER® professional, David expanded Bridgeview’s planning philosophy to better integrate investment management, retirement planning, tax planning, and estate planning into a coordinated financial strategy.
David continues to lead the firm while maintaining the same commitment to personalized advice and long-term relationships that has defined Bridgeview since its founding.
Today • Continuing the Legacy
Bridgeview Capital Advisors, Inc. continues to evolve while staying true to its core values.
Today, David works alongside Ashley Hamman, CFP®, Vice President of Bridgeview Capital Advisors. Together, they work on every client relationship, combining decades of experience with a modern, planning-first approach.
Rather than assigning clients to a single advisor, Bridgeview believes collaboration leads to better advice. Clients benefit from multiple perspectives while still enjoying the personalized service of a boutique independent firm.
As we look toward the future, our goal remains the same as it was in 1972: help clients make confident financial decisions and build lasting relationships that span generations.
Our Beginning
A Firm Is Founded
William “Bill” Griffith founds Bridgeview Capital Advisors, Inc. in Woodland, California.
Leadership Transition
A New Owner Steps In
Robert “Bob” Tamblyn, who began his career with the firm as an employee, becomes owner.
Next Generation
David Waldrop Takes the Helm
David N. Waldrop, CFP®, succeeds Bob Tamblyn as owner after growing within the firm.
Serving Our Clients
More Than 50 Years Later
We remain independently owned and focused on what matters most — our clients.