Comprehensive Wealth Management
Integrating Economic & Global IntelligenceOur Services
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.
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
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.
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!