LFG Wealth Partners, LLC logo

LFG Wealth Partners, LLC

Updated today

Client AUM

$190,676,829

Clients

360

Advisors

11

across 3 offices

About

LFG Wealth Partners advises individuals (including high-net-worth clients) and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm documents its onboarding and suitability process in written investment advisory agreements and tailors management to each client’s objectives, liquidity needs, time horizon, and risk tolerance.

The firm’s investment process centers on firm‑approved model portfolios and discretionary implementation, using a mix of fundamental, technical, and cyclical analysis and strategies that include direct indexing (with tax‑loss harvesting in taxable accounts), options trading, and strategic and tactical asset allocation. For defined contribution plan participant accounts, LFG may use the Future Capital platform, and model portfolios are reviewed periodically and approved by the Chief Investment Officer.

LFG is notable for its operating affiliations: the brochure discloses an insurance affiliate, Legato Insurance Group, Inc. dba Legato Financial Group, Inc., and a related tax/preparation affiliate, LFG Tax Partners, LLC, and states financial professionals spend about 20% of their time on insurance sales—disclosures the firm uses to explain commission and replacement incentives and other conflicts of interest. The brochure also identifies custodial relationships with Fidelity and Altruist (and related platform benefits to the firm) and records a recent material amendment removing prior language about participation in wrap fee programs.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Options & derivatives strategies Annuities

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Fee options

Percentage

$0 - $500,000: 1.5% $500,001 - $2,500,000: 1.3% $2,500,001+: 1.0%

Other

Account minimum: $500,000

Main office

See office

2905 Ring Road

Elizabethtown KY 42701

Advisors at this office

9

Most active in

Florida · Illinois · Indiana · Kentucky · New Hampshire · Tennessee

Also doing business as

Legato Financial Group, Inc. · Lfg Premier · Lfg Wealth Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Alexander M

Series 65

Chicago, IL

LFG Wealth Partners, LLC

Alexander Murzyn is a financial advisor at LFG Wealth Partners, LLC in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Murzyn worked in the logistics industry at Avenue Logistics, Redwood Logistics, Energy Transportation Group, and Echo Global Logistics. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a mix of fundamental, technical, and cyclical analysis in its investment approach, including direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Maverick M

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Maverick Melton is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at LFG Wealth Partners, LLC and previously worked at Fidelity Investments. Outside of financial advising, he serves as an independent contractor providing forestry management consulting. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios and discretionary asset management. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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Zachary W

Series 63, Series 65

Louisville, KY

LFG Wealth Partners, LLC

Zachary Wheeler is an advisor at LFG Wealth Partners, LLC in Louisville, KY, with three years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at firms including Merrill and Winebrenner Capital Management. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm employs a mix of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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Jason V

Series 63, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Jason Vander Pol is a financial advisor at LFG Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lord and Richards Wealth Management, Strategic Wealth Investment Group, and US Bancorp Investments. Outside of advising, he is president of Maurelli Consulting, an Amazon-based eCommerce business. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a disciplined investment process featuring fundamental, technical, and cyclical analysis, with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Kylee M

Series 63, Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Kylee Marcy is a financial advisor at LFG Wealth Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at AE Wealth Management, Fifth Third Bank, and PNC Bank. Outside of her advisory role, she serves on the Board of Trustees for Kentucky Opera, contributing to arts organization and performance decisions. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary asset management, and ERISA plan services. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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Ryan K

CFA®

Elizabethtown, KY

LFG Wealth Partners, LLC

Ryan Kelly is a CFA® charterholder with one year of industry experience. He is currently with LFG Wealth Partners, LLC and previously worked at Legato Financial Group, Inc., Farm Credit Mid America, and Earnest Partners. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Patrick R

Series 63, Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Patrick Rumoro is a financial advisor with LFG Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked with AE Wealth Management, Silver Oak Securities, and Magnate Wealth Management, among others. Outside of advisory work, he manages a real estate holding company and owns a travel accessory business involved in product sales and order fulfillment. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management using firm-approved model portfolios and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis, incorporating strategies such as direct indexing, options trading, and tactical asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

James J

Series 63, Series 65, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

James Jones is a financial advisor with LFG Wealth Partners, LLC in Elizabethtown, KY, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Strategic Wealth Designers, Ameriprise, and multiple tax and accounting firms. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, direct-asset management, and ERISA advisory services. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and tactical asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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