Zebulon Method
This integrated, family-office-style methodology coordinates tax strategy, estate and legacy planning, investment management, and insurance design around each client's priorities.
Explore a coordinated, tax-focused approach to wealth planning for women seeking clarity around retirement, investments, income, and legacy decisions. Zebulon Tax & Wealth Advisory brings together retirement planning, investment strategy, tax coordination, estate and legacy considerations, and insurance design through the Zebulon Method, helping clients make confident financial decisions without treating each priority in isolation.
Integrated planning services help connect retirement, investment, tax, estate, and income decisions into one cohesive wealth strategy.
This integrated, family-office-style methodology coordinates tax strategy, estate and legacy planning, investment management, and insurance design around each client's priorities.
Build a written retirement plan addressing readiness, savings goals, 401(k) and IRA decisions, Roth conversion planning, and withdrawal strategies for individuals and couples.
Plan how accumulated savings can become reliable income through Social Security timing, pension and lump-sum decisions, account sequencing, and guaranteed lifetime income strategies.
Women with complex financial priorities often need more than isolated investment advice. Zebulon Tax & Wealth Advisory coordinates tax strategy, estate and legacy planning, investment management, retirement income, and insurance design through the Zebulon Method. The approach is designed for successful individuals, families, and business owners who want their financial decisions aligned with long-term goals and personal priorities.
A coordinated planning philosophy brings clarity to complex financial decisions.
Connect tax, estate, investment, insurance, retirement, and legacy considerations within one cohesive wealth plan.
Explore tax-focused strategies designed to reduce unnecessary taxes and support long-term wealth decisions.
Benefit from Terry Holman's four decades of financial advisory and investment experience.
Receive personalized guidance from a small team serving successful individuals, families, and business owners.
Experienced advisors and client support professionals provide thoughtful, coordinated 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.
Financial advisor costs vary based on the scope of planning, the complexity of your financial situation, and how services are structured. A conversation with Zebulon Tax & Wealth Advisory can clarify what planning may involve, including retirement, investment, tax, estate, income, and insurance considerations. Ask about the firm's fees and service structure before deciding whether the relationship is a fit.
Speak with the Zebulon team about your priorities and planning needs.
Share your goals and questions so the Zebulon team can discuss how its integrated planning approach may support your 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.