Zebulon Method
Coordinate tax strategy, estate and legacy planning, investment management, and insurance design in one cohesive wealth plan built around your priorities.
Build a more coordinated financial future with tax-focused wealth planning for Orlando individuals, couples, families, and business owners. Zebulon Tax & Wealth Advisory brings retirement income, investment management, estate and legacy planning, insurance design, and wealth preservation together through the Zebulon Method—helping you make informed decisions without treating each financial priority in isolation.
Integrated guidance for retirement, investments, taxes, legacy planning, and protecting accumulated wealth.
Coordinate tax strategy, estate and legacy planning, investment management, and insurance design in one cohesive wealth plan built around your priorities.
Create an ongoing retirement strategy covering readiness analysis, account consolidation, Roth conversion planning, and withdrawal decisions for your next stage.
Turn accumulated savings into a reliable income strategy with guidance on Social Security timing, pensions, lump sums, account sequencing, and lifetime income options.
Orlando clients with complex financial needs can benefit from a coordinated approach rather than isolated product decisions. The Zebulon Method connects tax strategy, investment management, retirement income, estate and legacy planning, and insurance design around your priorities. Tax and estate matters are coordinated with your tax and legal professionals, while Zebulon focuses on financial planning and advice—not legal advice or tax return preparation.
Thoughtful financial guidance for people whose priorities deserve more than disconnected recommendations.
Plan around tax considerations to help reduce unnecessary taxes and protect accumulated wealth in Orlando and beyond.
Connect retirement income, investments, estate planning, insurance, and tax strategy in one cohesive plan.
Benefit from Bradley Hughes’s 30 years in financial services and Terry Holman’s more than four decades of experience.
Receive personalized guidance designed for successful individuals, families, and business owners with complex needs.
Experienced advisors and dedicated support for coordinated financial 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.
Financial advisors may help coordinate retirement planning, investment management, retirement income, tax strategy, estate and legacy planning, insurance design, and wealth preservation. Zebulon Tax & Wealth Advisory brings these areas together through the Zebulon Method, while coordinating tax and estate matters with the client’s tax and legal professionals. The firm does not provide legal advice or prepare tax returns.
Talk with Zebulon about coordinating your retirement and wealth priorities.
Share your goals and questions so the Zebulon team can understand your priorities and discuss potential next steps.
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.