Zebulon Method
Coordinate tax strategy, estate and legacy planning, investment management, and insurance design around your priorities rather than treating each decision in isolation.
Build a more coordinated legacy strategy with estate planning support connected to tax considerations, investments, retirement income, insurance design, and wealth preservation. Zebulon Tax & Wealth Advisory helps successful individuals, families, and business owners organize complex priorities through the Zebulon Method, working alongside your legal and tax professionals without providing legal advice or preparing tax returns.
Integrated planning connects estate, tax, retirement, investment, and wealth-preservation priorities in one coordinated strategy.
Coordinate tax strategy, estate and legacy planning, investment management, and insurance design around your priorities rather than treating each decision in isolation.
Create an ongoing plan for retirement readiness, account consolidation, Roth conversion considerations, and withdrawal strategy aligned with your long-term goals.
Plan for preserving accumulated wealth from unnecessary loss during life and at death while addressing market risk and wealth-preservation priorities.
Estate planning decisions are closely connected to taxes, investments, retirement income, and insurance. The Zebulon Method brings these priorities into one family-office-style wealth plan, helping clients make more informed decisions with their tax and legal professionals. Zebulon provides financial planning and coordination, not legal advice or tax-return preparation, so each professional can contribute appropriately.
A coordinated, tax-first approach helps connect today’s financial decisions with tomorrow’s legacy goals.
Connect estate, tax, investment, retirement income, and insurance decisions within one cohesive wealth plan.
Explore tax-conscious strategies designed to help reduce unnecessary taxes and support long-term wealth goals.
Benefit from Terry Holman’s four decades of advisory experience and Bradley Hughes’s 30 years in financial services.
Receive personalized guidance for successful individuals, families, business owners, and professionals with complex needs.
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.
Estate planning generally addresses how wealth, property, and financial priorities should be organized and transferred according to your wishes. At Zebulon, estate and legacy planning is coordinated with tax strategy, investment management, retirement income, and insurance design. The firm provides financial planning and coordination while working alongside your legal and tax professionals; it does not provide legal advice or prepare tax returns.
Connect with Zebulon for coordinated guidance around your financial priorities.
Share your goals and questions so the Zebulon team can discuss appropriate next steps with you.
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.