Debczak Wealth Management Group
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Meet Our Team

You are pursuing your financial goals and deserve someone who can help you with experienced advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Drawing on our decades of experience, the Debczak Wealth Management Group, will help you align your strategy to your most meaningful plans and goals for your life.
John K. Debczak, CFP®, RICP®

John K. Debczak, CFP®, RICP®

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

    John K. Debczak, CFP®, RICP®

      • Managing Director - Investment Officer

      With more than two decades of experience serving his clients’ unique investment needs, John Debczak serves as the lead advisor of Debczak Wealth Management Group.

      From John’s perspective, perhaps the most valuable lesson he’s learned is knowing that communication is the key to each relationship with his clients. He uses clear, easy-to-understand language when discussing his clients' investments in an effort to help them better understand their investment choices and how they fit into their overall investment strategy and financial objectives.

      Contact

      • Send a Message
      • 215-340-6373
      Robert J. Sullivan, Jr., CFP®

      Robert J. Sullivan, Jr., CFP®

        • Financial Advisor
        Robert J. Sullivan, Jr., CFP®

        Robert J. Sullivan, Jr., CFP®

          • Financial Advisor

          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 Group of Wells Fargo Advisors.

          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 my CFP® designation, 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.

          Contact

          • Send a Message
          • 215-230-2882
          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
              • 215.230.2864
              Debczak Wealth Management Group
              • 2005 S. Easton Rd
                Suite 108
                Doylestown, PA 18901
              • 215.340.6373
                800.666.2671
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