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

(865) 691-0898

Comprehensive Wealth Management

Integrating Economic & Global Intelligence

Our 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 students of Economics and 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


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.


Our Resources

Risk Capacity, Risk Tolerance, and New Beginnings

February 2024 "Each sunrise brings a new day filled with new hopes for a new beginning." -- Debasish Mridha, physician, writer, philosopher, and philanthropist   During these early days of the new year, it's natural to contemplate fresh starts and exciting...

Estate Planning 101

“The secret of getting ahead is getting started.” --Mark Twain, American author While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind.  You can rest...

Value vs. Growth

Don’t struggle to find the needle in the haystack; just buy the haystack.”-Jack Bogle, American Investor & Founder of The Vanguard Group  Value investing and growth investing are two different investing styles.  The main difference between value and growth stocks...

Cybersecurity & Real-Life Scams

“Wealth isn’t primarily determined by investment performance, but by investor behavior.”  -- Nick Murray, Simple Wealth Inevitable Wealth A year ago, Eden and Mark (last name withheld), lost their life savings to a scammer.  “We lost all the money we made in our...

Long-Term Investing Over Timing the Market

News flash.  The Nalls Sherbakoff Group, LLC has moved!  We are still conveniently located in Franklin Square but are now in Suite 505. We look forward to seeing you in our new office soon! "The only problem with market timing is getting the timing right."-- Peter...

Diversification Matters: Assessing the Strength of Your Portfolio

By Caroline M. Friedrich, CPA, CFP® Is your investment portfolio a well-orchestrated symphony or a one-note melody? When it comes to building wealth and pursuing financial goals, diversification is the harmonious key that creates stability. Just like a musical...


It is with our passions as it is with fire and water, they are good servants, but bad masters. --Aesop, Greek fabulist and storyteller   FIRE up your portfolio The FIRE (Financial Independence Retire Early) movement puts a hefty premium on financial security....

What Are the Top 5 Financial Planning Challenges You Will Face in the First 10 Years of Retirement?

By Caroline M. Friedrich, CPA, CFP® After working with hundreds of retirees over the years, we’ve found that most retirees face the same 5 financial planning challenges during the first 10 years of retirement.  If you are nearing retirement and feeling anxious about...

Lifetime and Legacy Gifting Considerations

“Spend each day trying to be a little wiser than you were when you woke up.” — Charlie Munger, Vice Chairman of Berkshire Hathaway When should you begin to distribute your wealth?  Most people think of this as something that happens once they have passed away.  But...

Financial Planning for Aging Parents

By Caroline M. Friedrich, CPA, CFP® After working with hundreds of retirees over the years, we’ve found that most retirees face the same 5 financial planning challenges during the first 10 years of retirement.  If you are nearing retirement and feeling anxious about...

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!