Zebulon Method
A coordinated, family-office-style methodology connecting tax strategy, estate and legacy planning, investment management, and insurance design around your priorities.
Coordinate tax strategy, retirement income, investment management, estate and legacy planning, and insurance design through one integrated wealth plan. Zebulon Tax & Wealth Advisory helps successful individuals, couples, families, business owners, and professionals make informed decisions without treating each financial issue in isolation. Explore a tax-first, virtual-family-office-style approach designed around your priorities, goals, and long-term vision.
Integrated guidance for retirement, income, investments, asset protection, tax strategy, estate planning, and long-term wealth decisions.
A coordinated, family-office-style methodology connecting tax strategy, estate and legacy planning, investment management, and insurance design around your priorities.
An ongoing planning process to evaluate retirement readiness, align savings with goals, coordinate accounts, and develop thoughtful withdrawal and distribution strategies.
Planning that helps turn accumulated savings into reliable income, including Social Security timing, pension decisions, account sequencing, and lifetime-income strategies.
Wealth-preservation planning focused on reducing unnecessary loss, addressing market and sequence-of-returns concerns, and coordinating protection within the broader plan.
Tax-focused planning coordinated with your tax professionals to help identify opportunities, support long-term goals, and integrate tax decisions with your wealth plan.
Coordinated estate and legacy planning designed to connect your long-term priorities, accumulated wealth, and intended legacy with the rest of your financial strategy.
Financial decisions often affect one another. The Zebulon Method brings tax strategy, estate and legacy planning, investment management, retirement income, and insurance design into one cohesive framework. Zebulon Tax & Wealth Advisory provides financial planning and investment guidance while coordinating tax and legal matters with your outside professionals. The result is a clearer way to evaluate choices against your priorities and long-term goals.
Get coordinated guidance designed for complex financial lives and long-term priorities.
Connect tax, estate, investment, insurance, retirement, and legacy decisions within one cohesive wealth plan.
Evaluate financial choices through a tax-focused lens while coordinating with your tax and legal professionals.
Benefit from Terry Holman’s more than four decades of financial advisory and investment experience.
Receive personalized guidance from a focused advisory team serving clients across the United States.
Experienced advisors and client support professionals provide thoughtful, coordinated guidance.
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.
Comprehensive financial planning coordinates multiple areas of your financial life instead of addressing each decision separately. At Zebulon Tax & Wealth Advisory, this can include tax strategy, retirement planning, investment management, retirement income, estate and legacy planning, insurance design, and asset protection. The Zebulon Method organizes these considerations around your priorities and long-term goals.
Talk with Zebulon about coordinating your next wealth planning decisions.
Share your goals and questions with Zebulon Tax & Wealth Advisory to begin a thoughtful conversation about comprehensive financial planning.
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.