Zebulon Method
This integrated methodology coordinates tax strategy, estate and legacy planning, investment management, portfolio strategy, and insurance design around each client’s priorities.
Coordinate the moving parts of your financial life through a tax-first, virtual-family-office approach. Zebulon Tax & Wealth Advisory helps successful individuals, couples, families, and business owners align tax strategy, investments, retirement income, estate and legacy planning, and insurance design around their priorities—so important decisions work together instead of being made in isolation.
Integrated planning services help coordinate taxes, investments, retirement income, estate priorities, legacy goals, and wealth protection.
This integrated 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 readiness, account consolidation, Roth conversion planning, and withdrawal strategies for individuals and couples approaching retirement.
Develop retirement-paycheck and income strategies that address Social Security timing, pension choices, account sequencing, and potential guaranteed lifetime income solutions.
The Zebulon Method brings major financial decisions into one coordinated framework. For high earners, high-net-worth families, couples, and business owners, the firm connects tax strategy, investment management, retirement income, estate and legacy planning, and insurance design around stated priorities. Based in Alpharetta, Georgia, Zebulon serves clients across its listed service areas while coordinating tax and legal matters with each client’s professionals.
Get a coordinated, tax-first approach designed for complex financial lives.
Connect tax, estate, investment, insurance, retirement, and legacy decisions within one cohesive wealth plan.
Focus planning on reducing unnecessary taxes while coordinating with your tax and legal professionals.
Benefit from Terry Holman’s more than four decades of advisory and investment experience.
Receive personalized guidance from a focused team serving clients across the firm’s listed service areas.
Experienced advisors and client support professionals guide coordinated wealth planning.
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 family office service coordinates multiple areas of wealth management around a household’s priorities. Rather than treating taxes, investments, retirement income, estate and legacy planning, and insurance as isolated decisions, Zebulon’s family-office-style approach connects them within one cohesive plan. Tax and estate matters are coordinated with the client’s tax and legal professionals; Zebulon does not provide legal advice or prepare tax returns.
Speak with the Zebulon team about your financial priorities and planning needs.
Share your priorities and questions so the Zebulon team can discuss an appropriate path forward.
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.