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Welcome to Cincinnati Investment Advisors, LLC

We specialize in financial advisory services that assist clients with making decisions about their financial future. Our knowledge and access to a wide array of investment products allows us to develop a portfolio that is specific to your goals and personal risk tolerance. As an independent investment service firm we can offer objective advice.

At Cincinnati Investment Advisors, LLC we focus on tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. We can diagnose your individual financial condition, develop a strategy and work with you to implement your plan every step of the way. No matter where you are in your financial journey, we endeavor to take you to the next level.


We purchased a building in beautiful West Chester!

The new space is about 15 minutes from our old office.

Our New Location: 8875 Cincinnati Dayton Road
West Chester, OH 45069

We look forward to seeing you in our new office!


Meet Our Team

Our experienced and enthusiastic team thrives on client satisfaction.

  • Robert H. Jerger- Managing Member, CERTIFIED FINANCIAL PLANNER ™ and LPL Financial Representative
  • Kristen M. Buchanan- Vice President, CERTIFIED FINANCIAL PLANNER ™, Chartered Retirement Plans Specialistâ„  and LPL Financial Representative
  • Samantha J. Sundburg- Client Relationship Manager
  • Wendy S. Bihn- Administrative Assistant


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Targeting Your Financial Goals

Take control of your investments and aim toward the right direction with Cincinnati Investment Advisors, LLC.

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