The Zebulon Method
At Zebulon Tax & Wealth Advisory, we help high earners build true financial independence through a deliberate, tax-first approach. Grounded in the proprietary Zebulon Method, our process starts with advanced tax solutions to minimize liabilities and unlock cash flow. From there, we craft a personalized Wealth Plan that integrates investment management, a disciplined two-asset strategy for growth and income, alongside exclusive alternative assets in private credit, real estate, and venture capital. Every step is designed to reduce risk, maximize opportunity, and align your money with your life—so you can work less, live more, and build lasting wealth with intention.
With traditional strategies optimized, we turn to exclusive alternative investments—curated opportunities in private credit, real estate, and venture capital designed to enhance returns, reduce market volatility, and preserve long-term wealth.
Build a Life that Feels Like Yours.
Meet the Zebulon Experts
No More Bosses. Just Freedom.
At Zebulon, we believe smart tax planning is the foundation of any successful retirement or financial freedom strategy — that’s why "Tax" comes first in our name. Many people miss out on valuable tax-saving opportunities, leaving money on the table. Our approach uncovers overlooked strategies to reduce your current and future tax burden — and, in some cases, even recover taxes you’ve already paid. Every dollar saved on taxes is a dollar that can work harder toward achieving your financial goals.
~Terry Holman