Zebulon Method
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design into one cohesive plan built around each client's priorities.
Explore coordinated financial planning for Columbus, Ohio individuals, couples, families, and business owners with complex wealth needs. Zebulon Tax & Wealth Advisory brings tax strategy, retirement income planning, investment management, estate and legacy coordination, and insurance design together through the Zebulon Method. The result is clearer decision-making built around your priorities rather than disconnected financial products.
Integrated wealth planning for retirement, income, taxes, investments, estate priorities, and long-term financial goals.
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design into one cohesive plan built around each client's priorities.
Build an ongoing retirement plan addressing readiness, savings goals, 401(k) and IRA decisions, Roth conversion planning, and withdrawal strategy for the years ahead.
Develop a retirement paycheck strategy covering income sequencing, Social Security timing, pension decisions, and guaranteed lifetime income considerations for current and future retirees.
For clients in Columbus, Ohio, financial decisions often span taxes, investments, retirement income, estate priorities, and insurance. The Zebulon Method brings these considerations together so each recommendation supports the larger plan. Zebulon Tax & Wealth Advisory works with tax and legal professionals when appropriate, while focusing its own guidance on helping successful individuals, families, and business owners make informed wealth decisions.
A coordinated, tax-first approach for clients whose financial decisions require thoughtful integration.
Connect tax, estate, investment, insurance, retirement, and legacy considerations in one coordinated wealth plan.
Focus planning on reducing unnecessary taxes while coordinating decisions for clients in Columbus and across Ohio.
Benefit from decades of financial services and investment experience across the firm's advisory leadership.
Receive personalized guidance designed for successful individuals, families, business owners, and complex financial needs.
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 financial advisor can help evaluate whether you are on track to retire, determine how savings support your goals, and coordinate decisions involving 401(k) and IRA accounts, Roth conversions, withdrawals, and income sequencing. Zebulon Tax & Wealth Advisory uses an integrated planning approach so retirement income, taxes, investments, and legacy priorities are considered together rather than handled as isolated decisions.
Talk with the Zebulon team about your retirement and wealth planning priorities.
Share your goals and questions so the Zebulon team can understand what kind of financial guidance may fit your situation.
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.