Zebulon Method
The firm's integrated, family-office-style methodology coordinates tax strategy, estate and legacy planning, investment management, portfolio strategy, and insurance design around each client's priorities.
Discover how a tax-first, virtual-family-office approach can bring investment management, retirement income, estate and legacy planning, and insurance design together. Zebulon Tax & Wealth Advisory helps high earners, high-net-worth individuals, couples, families, business owners, and retirees make coordinated decisions around their priorities, with personalized guidance designed to protect wealth and support long-term goals.
Explore coordinated planning services designed to connect investments, retirement income, tax strategy, and long-term wealth priorities.
The firm's integrated, family-office-style methodology coordinates tax strategy, estate and legacy planning, investment management, portfolio strategy, and insurance design around each client's priorities.
Build an ongoing retirement plan addressing retirement readiness, 401(k) and IRA rollovers, Roth conversion planning, account consolidation, and withdrawal strategies for individuals and couples.
Create a reliable retirement income strategy covering guaranteed lifetime income, Social Security timing, pension decisions, lump-sum choices, and income sequencing across accounts.
The Zebulon Method brings major financial decisions into one coordinated plan rather than treating investments, taxes, retirement income, estate planning, and insurance as separate conversations. Zebulon Tax & Wealth Advisory works with successful individuals, families, business owners, and retirees to clarify priorities, reduce unnecessary taxes, protect accumulated wealth, and align financial decisions with retirement and legacy goals.
Get thoughtful guidance from a small advisory team focused on connected decisions and long-term priorities.
Planning begins with tax considerations that may help reduce unnecessary taxes and coordinate broader wealth decisions.
One cohesive method connects investments, retirement income, estate planning, legacy goals, and insurance design.
Terry Holman brings more than four decades of financial advisory and investment experience to portfolio strategy.
A focused team provides clear communication and personalized support for complex financial needs.
Experienced advisors and dedicated support guide each client relationship.
Senior Advisor
Terry Holman is the Senior Advisor at Zebulon Tax & Wealth Advisory, bringing more than four decades of financial advisory and investment experience to the firm's clients. He leads the firm's investment philosophy and portfolio strategy, ensuring that investment decisions are aligned with each client's long-term goals, retirement income needs, and legacy plans. Terry's deep experience guides the coordinated, tax-first approach at the heart of the Zebulon Method, which serves high earners, high-net-worth families, business owners, and professionals preparing for retirement. Based in Alpharetta, Georgia, he is committed to providing thoughtful, personalized guidance and to helping clients protect the wealth they have worked hard to build. Clients rely on Terry for steady, experienced counsel and clear communication at every stage of their financial journey.
Founder & Operator
Bradley Hughes is the Founder and Operator of Zebulon Tax & Wealth Advisory and the architect of the Zebulon Method. With 30 years of financial services experience and a master's degree in financial planning from the University of Georgia, he designed the method to integrate tax strategy, estate planning, investment management, and insurance design around each client's priorities. Bradley leads the Alpharetta, Georgia firm with a tax-first, virtual-family-office philosophy that favors coordinated planning over isolated financial products. He works with successful individuals, families, and business owners who have complex financial needs. Bradley is committed to helping clients reduce unnecessary taxes, protect accumulated wealth, and align their retirement income and legacy plans with their long-term goals, always with personalized attention and clear guidance.
Client Support
Heather Hughes oversees operations and client support at Zebulon Tax & Wealth Advisory in Alpharetta, Georgia. Her background in teaching English as a Second Language and in entrepreneurship gives her a patient, clear communication style and a practical understanding of what business owners and families need from their advisors. Heather keeps the firm running smoothly, serving as a dependable point of contact so that clients feel informed, supported, and well cared for throughout their relationship with the firm. Her attention to detail and her welcoming approach help ensure that the coordinated planning of the Zebulon Method is delivered with consistency and care. Heather is dedicated to making every client interaction responsive, respectful, and focused on their individual needs.
A wealth management strategy is a coordinated plan for managing interconnected financial priorities. It may include investment and portfolio management, tax strategy, retirement income, estate and legacy planning, insurance design, and asset protection. The goal is to make decisions together around your priorities rather than handling each financial area in isolation.
Talk with the Zebulon team about coordinating your financial priorities.
Share your goals and financial priorities so the Zebulon team can discuss an appropriate planning approach.
For immediate assistance, feel free to give us a direct call at (678) 381-0024, Ext 1094. You can also send us a quick email at terry@zebulonadvisory.com.
For immediate assistance, feel free to give us a direct call at (678) 381-0024, Ext 1094. You can also send us a quick email at terry@zebulonadvisory.com.