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Comprehensive Wealth Management

Integrating Economic & Global Intelligence

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We are Veteran Owned

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

Doctors

Doctors

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Retirees

Retirees

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Corporate Executives 

Corporate Executives 

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Business Owners

Business Owners

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Who We Help
Everything You Need
in Once Place

01

Pension Consulting

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

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02

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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03

Financial Planning

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

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Our Services

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
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About Us
A Team Dedicated
To Your Success

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.

Our Process
The Nalls Sherbakoff Difference

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:

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Emphasis on Education

A good financial advisor is first, and foremost, an educator. Having conversations with our clients, we seek to prevent inappropriate decisions at inappropriate times that could destroy lifetime goals and objectives.

Fiduciary Standard

We are a fee-only advisory firm, meaning we do not receive commissions of any kind, including 12b-1 fees, sell products, or participate in revenue sharing.

Pension Consulting

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

Resources
Financial Insights

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

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Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

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Contact Us
We Want to Hear From You

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!

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