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John Debczak, CFP®, RICP®

John Debczak, CFP®, RICP®

    • Managing Director - Investment Officer
    John Debczak, CFP®, RICP®

    John Debczak, CFP®, RICP®

      • Managing Director - Investment Officer
      John Debczak, Managing Director – Investment Officer is the lead advisor and principal owner of Debczak Wealth Management, LLC. With more than two decades of experience, John has a deep understanding of the financial markets and the challenges that his clients face.

      John believes that the key to his clients’ success with their investment plan is communication. He takes the time to get to know each of his clients on a personal level, understanding their individual needs and goals. John then uses clear, concise language to explain his clients' investment options and how they fit into their overall plan.

      John is a CERTIFIED FINANCIAL PLANNER® professional and a Retirement Income Certified Professional®. He is committed to providing his clients with the highest quality advice and service.

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      • 267-899-1726
      Robert J. Sullivan, Jr., CFP®

      Robert J. Sullivan, Jr., CFP®

        • Executive Vice President
        Robert J. Sullivan, Jr., CFP®

        Robert J. Sullivan, Jr., CFP®

          • Executive Vice President
          Robert Sullivan has been helping clients manage their wealth since 2015, and prior to entering the financial services industry, he worked for 17 years in corporate finance. In 2019, he proudly joined Debczak Wealth Management.

          He is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs and goals. Robert’s ongoing mission is to provide every client with personalized, comprehensive financial advice and portfolio management strategies, all of which are delivered with the highest level of personal service and professional integrity.

          In 2018, he earned his CFP® certification, which is awarded to financial professionals who meet stringent financial services experience requirements, complete a comprehensive educational curriculum encompassing all major aspects of planning, and pass a rigorous examination.

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          • 267-899-1727
          Janet Helbling

          Janet Helbling

            • Senior Registered Client Associate
            Janet Helbling

            Janet Helbling

              • Senior Registered Client Associate
              A financial services professional for more than 35 years, Janet Helbling enjoys providing each client with prompt, efficient, and personalized service. Most of all, she has a knack for getting to know the team’s clients and working closely with them and their families.

              Contact

              • Send a Message
              • 267-899-1728
              Debczak Wealth Management of Meridian Wealth Management Group
              • 2005 S. Easton Road
                Suite 204
                Doylestown, PA 18901
              • 267.899.1728
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