Zebulon Method
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design into one cohesive wealth plan built around each client’s priorities.
Explore integrated wealth planner tools designed to help successful individuals, families, and business owners coordinate tax strategy, retirement income, investment management, asset protection, and legacy planning. The Zebulon Method brings these decisions together through a tax-first, virtual-family-office-style approach, helping clients pursue clearer priorities and more confident long-term financial decisions without treating each concern in isolation.
Integrated tools and planning strategies help coordinate retirement income, wealth preservation, investments, taxes, and legacy priorities.
The Zebulon Method coordinates tax strategy, estate and legacy planning, investment management, and insurance design into one cohesive wealth plan built around each client’s priorities.
Build an ongoing retirement plan addressing readiness, savings goals, account consolidation, Roth conversion planning, and withdrawal strategies for individuals and couples approaching retirement.
Plan how accumulated savings can become reliable retirement income through income sequencing, Social Security timing, pension decisions, and guaranteed lifetime income strategies.
Wealth decisions often affect one another. The Zebulon Method connects tax strategy, retirement income, investments, asset protection, estate and legacy planning, and insurance design around your priorities. This coordinated approach is intended for high earners, high-net-worth individuals, couples, families, and business owners who want thoughtful guidance rather than isolated financial products. Tax and estate matters are coordinated with your tax and legal professionals.
A coordinated, tax-first approach helps connect today’s decisions with tomorrow’s retirement and legacy goals.
Coordinate tax, retirement, investment, insurance, estate, and legacy priorities within one wealth plan.
Focus planning on reducing unnecessary taxes while aligning decisions with long-term financial goals.
Benefit from Terry Holman’s more than four decades of advisory and investment experience.
Receive clear, personalized guidance from a focused team serving complex financial needs.
A focused team provides coordinated guidance, investment perspective, and responsive 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 wealth planner helps coordinate financial decisions across areas such as taxes, investments, retirement income, asset protection, insurance, and estate or legacy planning. Rather than viewing each decision separately, a wealth planner helps connect them to your priorities and long-term goals. Zebulon Tax & Wealth Advisory uses the Zebulon Method to provide an integrated, tax-first planning approach for complex financial needs.
Talk with the Zebulon team about coordinating your financial priorities.
Share your goals and questions so the Zebulon team can explain the next step in a coordinated planning conversation.
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.