Integrated Wealth Planning
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design around your priorities rather than treating decisions separately.
Independent financial advice can help you make connected decisions about investments, retirement income, taxes, protection, and legacy planning. Zebulon Tax & Wealth Advisory brings these priorities together through the Zebulon Method, a tax-first, virtual-family-office-style approach for successful individuals, families, business owners, and professionals seeking thoughtful guidance without isolated product decisions.
Connected guidance for retirement, income, investments, protection, tax strategy, and legacy planning.
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design around your priorities rather than treating decisions separately.
Build a written retirement plan, assess readiness, coordinate savings, and develop strategies for rollovers, Roth conversions, withdrawals, and future distributions.
Plan how accumulated savings can become dependable income through retirement-paycheck planning, Social Security timing, pension decisions, and income sequencing.
Independent advice gives you a broader view of how one financial decision can affect another. Zebulon’s tax-first, virtual-family-office-style approach connects investment management, retirement income, asset protection, estate and legacy planning, and insurance design. The result is a cohesive framework for successful individuals, families, and business owners who want their financial priorities addressed together, with tax and legal professionals coordinated where appropriate.
A coordinated approach for people whose financial decisions are too interconnected for isolated advice.
Receive advice centered on your priorities rather than isolated financial product decisions.
Coordinate tax strategy with investment, retirement income, estate, and legacy planning decisions.
Benefit from Terry Holman’s more than four decades of financial advisory and investment experience.
Work with a focused team serving successful families and business owners with complex financial needs.
Experienced advisers and client support professionals guide your financial planning relationship.
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.
An independent financial adviser provides guidance designed around a client’s objectives rather than limiting recommendations to a single provider or isolated product range. The adviser may help coordinate investments, retirement income, tax strategy, protection, and legacy planning. Zebulon Tax & Wealth Advisory uses its Zebulon Method to connect these areas while coordinating tax and estate matters with the client’s professionals.
Talk with Zebulon about your priorities and planning questions.
Share your goals and questions so the Zebulon team can discuss an appropriate next step.
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.