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 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


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

Musings on SVB and the Banking “Crisis”

Musings on SIVB and the Banking "Crisis"By Donald Nalls, CFP® “It’s only when the tide goes out that you discover who’s swimming naked.” Warren Buffet I have addressed a number of client emails over the past week with respect to the current “crisis” in banking.  The...

How Much Do I Need to Retire Comfortably?

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® What’s a good amount to be able to retire comfortably? Instead of a cookie-cutter number, it depends on many variables and is unique to each person. Everyone’s version of a “comfortable” retirement will also look different. You...

Tax Time – Tips to Consider to Cut Your Bill

Tax Time - Tips to Consider to Cut Your BillBy Caroline M. Friedrich, CPA, CFP®   The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns.  If you have yet to file, most taxpayers have until...

Achieving Financial Fitness

Achieving Financial Fitness“Finance is not merely about making money.  It's about achieving our deep goals and protecting the fruits of our labor.  It's about stewardship and, therefore, about achieving the good society.” — Robert James Shiller is an American...

10 Questions to Ask Your Financial Advisor

By Caroline M. Friedrich, CPA, CFP® Finding a financial advisor can feel daunting. After all, your advisor will know all the details about your finances while helping you make significant investment decisions. You naturally want someone you can trust to communicate...

SECURE Act 2.0: Time for a Change

SECURE Act 2.0: Time for a Change“The measure of intelligence is the ability to change.” - Albert Einstein, theoretical physicist On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023.  This 4,000+ page bill included the SECURE 2.0 Act of...

2022 Year End Review

2022 Year End ReviewGuest Speakers: Apollo Lupescu, PhD, V.P. at Dimensional Fund AdvisorsDonald Nalls, CFP® Principal, The Nalls Sherbakoff Group, LLCT. Carson McLean, CFP®, Regional Director Dimensional Fund Advisors We are excited to host Apollo Lupescu, live from...

This Is a New Year

This Is a New Year“This is a new year. A new beginning. And things will change.”― Taylor Swift, American singer-songwriter The central drama of the past year—and likely of the coming year—was the Federal Reserve's belated but very aggressive efforts to bring inflation...

Top 10 Tax-Planning Strategies to Maximize Your Savings in 2023

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® With 2022 behind you, it might be a good time to think about tax strategies (yes, now, so you can implement them throughout the year). Whether you’re looking to ramp up your retirement savings or want to diversify your...

Happy Holidays From The Nalls Sherbakoff Group! 

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Happy Holidays from our team at The Nalls Sherbakoff Group! After yet another tumultuous year, we’re ready to celebrate the season and express our gratitude to have clients like you. We appreciate your continued trust in us and...

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!