Integrated Wealth Planning
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design around your priorities in one cohesive wealth plan.
Zebulon Tax & Wealth Advisory helps successful individuals, families, and business owners in San Antonio coordinate retirement income, investments, tax strategy, estate planning, and wealth protection. Through the integrated Zebulon Method, your financial decisions are connected around your priorities rather than handled as isolated products, with guidance designed for complex financial needs and long-term goals.
Coordinated planning services help connect retirement, investment, tax, estate, and wealth-protection decisions.
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design around your priorities in one cohesive wealth plan.
Build an integrated retirement plan addressing readiness, savings goals, account consolidation, Roth conversion planning, and withdrawal strategies for the years ahead.
Plan how accumulated savings can become reliable retirement income through income sequencing, Social Security decisions, pension choices, and guaranteed lifetime income strategies.
San Antonio clients with complex financial needs can benefit from a coordinated approach that brings tax strategy, estate and legacy planning, investment management, retirement income, and insurance design into one conversation. The Zebulon Method is built around your priorities, helping decisions work together instead of being made in isolation. Tax and legal matters are coordinated with your professionals; Zebulon does not provide legal advice or prepare tax returns.
A coordinated, tax-first approach gives complex financial decisions a clearer direction.
Planning keeps tax strategy connected to investment, retirement income, and legacy decisions for San Antonio clients.
The Zebulon Method coordinates multiple financial disciplines instead of treating products and decisions in isolation.
The team brings decades of financial advisory, investment, financial planning, and client-support experience.
Personalized guidance helps successful individuals, families, and business owners address 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 helps clients organize decisions involving investments, retirement, income, taxes, estate and legacy planning, and wealth protection. Zebulon Tax & Wealth Advisory coordinates these areas through the Zebulon Method, helping successful individuals, families, and business owners align financial decisions with long-term goals rather than addressing each product or issue separately.
Connect with the advisory team to explore a coordinated planning approach.
Senior Advisor with more than four decades of financial advisory and investment experience.
Founder and Operator with 30 years of financial services experience.
Share your goals and questions so the Zebulon team can 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.