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About Our Firm

Devereaux Investments, Inc. is a firm dedicated to serving the retirement needs of small business owners and individuals seeking financial freedom and independence. 

We enjoy working with people who...

  • value financial direction.
  • seek professional advice.
  • want accurate, timely information.
  • need strategies to fulfill their visions and life plan.

Our expertise includes...

  • planning for a financially successful retirement.
  • eliminating taxes on Social Security & other unnecessary taxes.
  • estate planning and asset protection.
  • asset protection for life's surprises and other unexpected situations.
  • Long Term Care planning.
  • investing assets for client goals of safety, income and preservation.

Our focus is to provide a strategy that lowers taxes, eliminates taxes on Social Security income when possible, avoids estate taxes and increases monthly income during retirment.

Devereaux Investments, Inc. provides comprehensive financial services for small business owners and mature and senior investors, including investment management, annuity advice and selection, long term care planning for Medical and nursing care, tax reduction and estate planning. Retriever Consulting, a subsidiary of Devereaux Investments, Inc., focuses on assisting pet lovers and their retirement needs. 10% of all proceeds go to pet friendly causes such as Montgomery County Humane Society, Montgomery County SPCA, North Shore Animal League, Best Friends, etc. Retriever Consulting was created out of the special connections made with clients through their pets. To learn more about how Devereaux Investments assists local pets, please visit