Integrated Wealth Planning
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design around your priorities instead of treating decisions separately.
Zebulon Tax & Wealth Advisory helps high earners, families, business owners, and retirees coordinate tax strategy, investments, retirement income, estate and legacy planning, and insurance design. Our integrated Zebulon Method brings complex decisions together around your priorities, helping Dallas-area clients pursue greater clarity, protect accumulated wealth, and align financial choices with long-term goals.
Integrated wealth planning services help coordinate retirement, income, investments, tax strategy, and wealth preservation.
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design around your priorities instead of treating decisions separately.
Build an ongoing retirement strategy covering readiness, savings alignment, account consolidation, Roth conversion planning, and withdrawal decisions for the years ahead.
Plan how accumulated savings can become reliable retirement income through Social Security timing, pension decisions, income sequencing, and guaranteed lifetime income strategies.
Coordinate financial planning strategies designed to preserve accumulated wealth, address market-loss concerns, and support thoughtful wealth preservation during retirement and beyond.
Align portfolio strategy and investment decisions with retirement income needs, long-term goals, tax considerations, and legacy priorities through coordinated planning.
Connect tax strategy with investments, retirement distributions, estate planning, and broader wealth decisions while coordinating with your tax and legal professionals.
Financial decisions often affect one another. Zebulon’s integrated, family-office-style approach coordinates tax strategy, estate and legacy planning, investment management, retirement income, and insurance design in one cohesive plan. For Dallas-area high earners, families, business owners, and retirees, this tax-first perspective can bring greater clarity to complex choices while keeping your priorities at the center of ongoing financial guidance.
Complex financial decisions deserve coordinated guidance built around your goals.
Coordinate tax, estate, investment, insurance, and retirement decisions through one cohesive wealth plan.
Keep tax considerations connected to investment, income, retirement, and legacy decisions from the beginning.
Benefit from Terry Holman’s more than four decades of advisory and investment experience.
Receive individualized guidance for complex needs, including Dallas-area professionals, families, and business owners.
Experienced advisors and client support professionals provide coordinated, personal 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.
A financial advisor helps you organize and make decisions about investments, retirement, income, tax strategy, insurance, and legacy goals. Zebulon Tax & Wealth Advisory uses an integrated approach so related choices can be considered together. The firm coordinates tax and estate matters with your tax and legal professionals, while providing financial planning and investment guidance tailored to your priorities.
Talk with the Zebulon team about your priorities and planning needs.
Zebulon supports clients across Texas and other listed states through a virtual family-office-style approach.
Texas
Texas Coverage
United States
Broader Reach
Virtual Family Office
Planning Model
Connect with the team to discuss your financial planning priorities.
Share your goals and questions with the Zebulon team to begin a thoughtful conversation about your financial future.
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.