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.
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:
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.
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.
We offer pension consulting services to employee benefit plans and their fiduciaries, both for new and existing plans.
Meet Our Team
Our Team of Experts is here to help you achieve your financial goals. Learn more about our Knoxville team of financial specialists below:
Don Nalls, CFP®
Principal, Financial Planner
T. Lee Sherbakoff, CPA/PFS, CFP®, RICP®
Principal, Financial Advisor
Caroline Murphy Friedrich, CPA, CFP®
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!
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!