Zebulon Method
Coordinate tax strategy, estate and legacy planning, investment management, and insurance design through one cohesive wealth plan built around your priorities.
Coordinate complex financial decisions through a tax-first, virtual-family-office approach designed for successful individuals, families, and business owners. Zebulon Tax & Wealth Advisory brings tax strategy, estate and legacy planning, investment management, insurance design, and retirement income planning together so your wealth plan reflects your priorities and long-term goals.
Integrated planning services help coordinate taxes, investments, retirement income, asset protection, and legacy priorities.
Coordinate tax strategy, estate and legacy planning, investment management, and insurance design through one cohesive wealth plan built around your priorities.
Develop an income strategy for current and soon-to-be retirees, including Social Security timing, pension decisions, account sequencing, and guaranteed lifetime income considerations.
Build an ongoing retirement plan covering readiness analysis, 401(k) and IRA consolidation, Roth conversion planning, and retirement withdrawal and distribution strategy.
Ultra high net worth wealth management requires more than isolated investment decisions. The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, insurance design, and retirement income around your priorities. Zebulon works alongside your tax and legal professionals on relevant matters, helping successful individuals, families, and business owners make connected decisions without providing legal advice or preparing tax returns.
A coordinated, tax-first approach helps bring complex financial priorities into one clear wealth plan.
Connect tax, estate, investment, insurance, retirement income, and legacy decisions in one cohesive plan.
Focus planning on reducing unnecessary taxes while coordinating decisions with your tax professionals.
Benefit from Bradley Hughes’s 30 years in financial services and Terry Holman’s decades of advisory experience.
Receive personalized guidance for complex needs from a focused Alpharetta-based advisory team.
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.
Ultra high net worth wealth management coordinates multiple financial priorities within one overarching plan. At Zebulon Tax & Wealth Advisory, the Zebulon Method brings together tax strategy, estate and legacy planning, investment management, insurance design, retirement income, and ongoing oversight. The goal is to help successful individuals, families, and business owners make connected decisions aligned with their priorities.
Speak with Zebulon about coordinating your financial priorities.
Share your priorities and connect with Zebulon Tax & Wealth Advisory to discuss your planning needs.
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.