Elizabethtown, KY logo

Elizabethtown, KY Office

Team
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LFG Wealth Partners, LLC logo

LFG Wealth Partners, LLC

Team

Firm-wide stats for LFG Wealth Partners, LLC

Total advisors

11

Across 3 offices

Clients per advisor

33 Low

Avg AUM per client

$529,658 Low

HNW client ratio

25% Typical

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.

Based on LFG Wealth Partners, LLC

Expertise

Tax-loss harvesting Options & derivatives strategies Annuities

Based on LFG Wealth Partners, LLC

Location

2905 Ring Road

Elizabethtown KY 42701

Advisors at this office

9

Advisors at this office

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

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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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 65, Series 63

Elizabethtown, KY

LFG Wealth Partners, LLC

Patrick Rumoro is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AE Wealth Management, Silver Oak Securities, and Magnate Wealth Management. Outside of his advisory role, he is involved in managing a real estate holding company and operates a travel accessory product sales business. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios and discretionary asset management. The firm employs a mix of fundamental, technical, and cyclical analysis with strategies such as direct indexing and options trading, and it offers ERISA 3(21)/3(38) plan services.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

James J

Series 66, Series 63, Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

James Jones is a financial advisor with LFG Wealth Partners, LLC in Elizabethtown, KY, holding Series 66, Series 63, and Series 65 credentials and eight years of industry experience. His work history includes roles at LFG Tax Partners, Legato Financial Group, and Strategic Wealth Designers, among others. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and options trading.

Tax-loss harvesting Options & derivatives strategies Annuities
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