Zebulon Method
A family-office-style planning methodology coordinates tax strategy, estate and legacy planning, investment management, and insurance design around each client’s priorities.
Explore a coordinated approach to private wealth management that brings tax strategy, estate and legacy planning, investment management, insurance design, and retirement income together. Zebulon Tax & Wealth Advisory helps successful individuals, couples, families, and business owners make informed decisions through a tax-first, virtual-family-office-style methodology designed around long-term priorities, accumulated wealth, and the future they want to build.
Integrated guidance connects tax, retirement, investment, legacy, and wealth-preservation decisions within one coordinated plan.
A family-office-style planning methodology coordinates tax strategy, estate and legacy planning, investment management, and insurance design around each client’s priorities.
Ongoing planning helps individuals and couples assess retirement readiness, align savings with goals, evaluate account strategies, and coordinate future withdrawals and distributions.
Retirement income planning helps turn accumulated savings into reliable income through Social Security decisions, pension choices, account sequencing, and lifetime-income strategies.
Private wealth management is most effective when major financial decisions are considered together. The Zebulon Method connects tax strategy, estate and legacy planning, investment management, insurance design, retirement income, and wealth preservation in one cohesive plan. This tax-first, virtual-family-office-style approach gives successful individuals, families, and business owners a clearer framework for aligning accumulated wealth with long-term goals.
Clients receive coordinated guidance designed for complex financial needs and long-term priorities.
Planning begins with tax strategy to help reduce unnecessary taxes and coordinate broader wealth decisions.
The Zebulon Method connects tax, estate, investment, insurance, and retirement income planning.
Recommendations are built around each client’s priorities, goals, family circumstances, and financial needs.
The team brings extensive financial advisory, investment, planning, operations, and client-support experience.
Experienced advisors and client support professionals provide thoughtful, coordinated wealth 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.
Private wealth management is a coordinated approach to managing complex financial needs. It may bring together tax strategy, investment management, retirement planning, estate and legacy design, insurance planning, and wealth preservation. Rather than addressing each decision separately, an advisor helps connect the pieces to the client’s priorities, family circumstances, income needs, and long-term goals.
Speak with the Zebulon team about your financial priorities and planning needs.
Share your goals and questions so the Zebulon team can discuss an appropriate planning approach.
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.