T. Lee Sherbakoff, CFP^®

I am an independent wealth manager and financial planner with The Nalls Sherbakoff Group, LLC, a fee-only financial planning and investment management firm. I specialize in creating and executing financial plans that give my clients the best opportunity to earn sustainable long-term, real life returns in order to meet their deepest and most important financial goals and objectives. Long-term objectives could include among other items, funding a 20- to 30-year retirement, funding college education for their children and grandchildren, or leaving a multi-generational legacy to their family. I do this by developing individually designed wealth and investment management strategies using appropriately allocated, well-diversified portfolios coupled with helping my clients to maintain a faithful, patient, and disciplined approach to investing. I am committed to my clients and their families and enjoy assisting them in growing value, attaining financial freedom, and enriching their lives by offering sound financial advice, strong ethical practices, and a deep commitment to service. I assist individuals, retirees, and families, and I preserve my objectivity and independence by providing fee-only billing coupled with completely independent and non-conflicted advice.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes