ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / West Chester
43yrs

Mark Bredin

Financial advisor at Wealthcare Advisory Partners

Mark Bredin has worked in the financial industry for 43 years and is a fiduciary financial advisor based in West Chester, Pennsylvania. After four years at Cambridge Investment Research Advisors, Mark joined Wealthcare Advisory Partners in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the ChFC designation.

One of 283 advisors with offices in West Chester, and one of 250 fiduciaries.

West Chester, PA 19380ChFCTop 1% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience43 years (since 1983)
How that compares ?Top 1% by experience nationwide
Office1065 Andrew Drive, West Chester, PA 19380
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$719,205
Advisors at the firm154
States licensed ?1 state

Services through Wealthcare Advisory Partners

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2014 – now
  2. 2010 – 2014

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Mark

How do I contact Mark?

Call Mark’s local office at (484) 232-5290 or the Wealthcare Advisory Partners main office at (804) 644-4711, and ask for Mark Bredin.

How long has Mark been a financial advisor?

Mark has been in the industry since 1983, about 43 years. Top 1% by experience nationwide.

What licenses does Mark hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Wealthcare Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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