Integrated Wealth Planning
The Zebulon Method coordinates tax strategy, estate and legacy planning, investments, and insurance into one cohesive plan built around your priorities.
Zebulon Tax & Wealth Advisory helps individuals, couples, families, and business owners coordinate tax strategy, investments, retirement income, estate planning, and insurance through one integrated wealth plan. For Pittsburgh-area clients navigating complex financial decisions, the Zebulon Method brings clarity to long-term planning while coordinating with your existing tax and legal professionals.
Integrated guidance for retirement, income, asset protection, and coordinated wealth planning.
The Zebulon Method coordinates tax strategy, estate and legacy planning, investments, and insurance into one cohesive plan built around your priorities.
Build an ongoing retirement plan covering readiness analysis, account consolidation, Roth conversion planning, and withdrawal strategies for the years ahead.
Develop a retirement-paycheck strategy addressing income sequencing, Social Security timing, pension decisions, and potential guaranteed lifetime income approaches.
Financial decisions can become difficult when tax planning, investments, retirement income, estate goals, and insurance are handled separately. The Zebulon Method brings these areas together around your priorities, helping Pittsburgh-area individuals, couples, families, and business owners make more coordinated decisions. Tax and estate matters are addressed alongside your tax and legal professionals, while Zebulon focuses on financial planning and advice.
A coordinated, tax-first approach for complex financial decisions.
Coordinate tax strategy with investments, retirement income, and legacy goals to reduce unnecessary taxes.
Connect planning areas through one cohesive approach rather than relying on isolated financial products.
Benefit from decades of financial advisory and investment experience across the firm’s senior leadership.
Receive thoughtful guidance designed for successful families and business owners, including clients in Pennsylvania.
Experienced professionals guiding coordinated financial planning and client support.
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 clients organize and evaluate financial decisions such as investments, retirement readiness, income planning, tax strategy, insurance design, and legacy goals. Zebulon Tax & Wealth Advisory uses an integrated approach so these areas can be considered together rather than in isolation. The firm provides financial planning and advice and coordinates tax and estate matters with clients’ existing tax and legal professionals.
Speak with the Zebulon team about a coordinated approach to your wealth plan.
Share your financial priorities and learn whether Zebulon’s integrated planning approach may be a fit.
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.