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Mon-Thur, 9am-5pm; Fri, 9am-1pm

(865) 691-0898

Comprehensive Wealth Management

Integrating Economic & Global Intelligence

Our Services

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Pension Consulting

We offer pension consulting services to employee benefit plans and their fiduciaries, both for new and existing plans.

Portfolio Management

Our team is skilled in constructing investment portfolios that are tailored to your specific needs, investment objectives, & risk tolerance.

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Financial Planning

We offer planning services that range from broad, comprehensive financial planning to consultative or single subject planning to fit your needs.

Our Story

We are a Knoxville, Tennessee-based registered investment advisor founded in late 2012 by Donald Nalls, CFP®. Our practice was built upon the dual pillars of Don’s two decades of financial advisory experience, as well as the honor and integrity instilled in him during his time spent with the United States Military. In 2014, Don was joined by T. Lee Sherbakoff, CPA/PFS CFP® also a US Military veteran and

experienced investment professional, to form The Nalls Sherbakoff Group, LLC. Combined, our team has over sixty years’ investment experience, a deep appreciation of the financial markets, and investor behavioral insight, not to mention a relentless pursuit towards excellent client service. Together, we look forward to many years helping our clients pursue financial security.

You Know That:

We are Veteran Owned

We take pride in taking care of our fellow veterans. Find out how we can support you and your financial future at Nalls Sherbakoff Group, LLC

We Are Expert In Finance.

Selecting an investment advisor who provides sage and accurate advice improves client investment outcomes, and for some clients, changes their lives. However, it can be difficult to decide on the right investment advisor partner. That’s why we set ourselves apart with our:

  • Emphasis on Education
  • Fiduciary Standard
  • Pension Consulting

Our Success Story

Clients

Client Retention

Years of Collective Experience

Cups of Coffee

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Download Our Form CRS

To learn more about our portfolio management services, financial planning services, and present value consulting (“PVC”) services, click the button below!

Download Our ADV

For more information on The Nalls Sherbakoff Group, LLC, please download our ADV, which is filed regularly with the Securities and Exchange Commission (SEC) and explains our investment style, services and fees, and key officers of the firm.

Disclosures & Privacy Policy

Learn more about our disclosures and privacy policy.

Our Resources

Rainy Day and Markets

Rainy Day and Markets“Buy not on optimism, but on arithmetic.” – Benjamin Graham Of all the reasons for the ups and downs of quarterly stock market performance, weather is seldom given any credit—or blame.  Of course, hurricanes or tornadoes, have at least a...

How to Transfer Wealth to the Next Generation

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® No retirement dream is complete without envisioning the legacy you’ll leave behind. While your legacy can mean many things, in the realm of financial planning, this refers to the assets and wealth you will transfer to the next...

Retirement Spending Smile

Many people approach retirement planning as if they will spend the same amount every year throughout their retirement.  However, spending desires (and needs) change through time.  Financial planners typically recommend you should plan on needing 70-80%…

Social Security Claiming Strategies for Single, Divorced & Widowed Women

By Caroline M. Friedrich, CPA, CFP® By now it’s commonly understood that women consistently face more retirement challenges than men. In addition to lower wages and time out of the workforce to care for children, things get even more complicated for those that are...

I Bonds, Treasury Direct, and You

With inflation reaching 40-year highs, you have probably seen the recent news headlines about I Bonds paying 9.62%.  The surge in inflation has made Federal Series I Savings Bonds (I Bonds) significantly more attractive for investors.  I bonds are offered via the U.S. Treasury Department….

Don’t Fight the Fed

Don't Fight the FedIn July and into August, there was a surge in optimism that the rate of inflation had peaked and talk that interest rates might head lower in 2023.  This sparked a rally with the S&P 500 index gaining 9.2% in the month of July 2022. However,...

Why I Love Calling Knoxville Home

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® I was born and raised in Knoxville, TN. As a long-time resident of Knoxville, I speak from personal experience when I say there’s a lot to love about this city. K-town, as it’s affectionately known to locals, has much to offer...

Who Are the Happiest?

Who Are the Happiest?“Those who are the happiest are those who do the most for others.”  - Booker T. Washington, prominent African American educator, author, and leader, who founded Tuskegee Normal and Industrial Institute (now Tuskegee University)Individual donors...

What Women Really Want in Retirement

By Caroline M. Friedrich, CPA, CFP® Gender equality in the workplace, and in society in general, has made great strides in recent years. But there’s still more work to be done, especially when it comes to retirement. Women continue to face unique challenges that men...

What Emotions Are You Experiencing?

“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” - Peter Lynch, American investor, mutual fund manager, and philanthropist     In investing, when...

Request For Call Back:

Whether you’re ready to get started, or simply looking for a second opinion on your finances, we are here to help. Simply fill out the contact form below and a member of our team will reach out to you shortly. Thank you!

Office Hours
Mon. 9:00am – 5:00pm
Tue. 9:00am – 5:00pm
Wed. 9:00am – 5:00pm
Thur. 9:00am – 5:00pm
Fri. 9:00am – 1:00pm

Please note: Our office is closed on days when the financial markets are closed!