About Olympus
Built on purpose.
Guided by principle.
We founded Olympus to provide something rare: genuine fiduciary guidance delivered with boutique-level care and institutional-level depth.
Our Story
The Olympus story
Olympus Wealth Management was born from a conviction: that the families who had worked hardest to build their wealth deserved more than a transactional advisor relationship. They deserved a true partner — one with the expertise to manage complexity and the commitment to remain by their side through every stage of life.
Joshua Lontoc spent a decade inside the financial services industry — working across private banking, institutional asset management, and independent advisory — before he identified a persistent gap in the market. Affluent clients were receiving fragmented advice from multiple specialists who didn't communicate with each other. The result was an expensive, disjointed experience that left real money on the table and created unnecessary risk.
Olympus was founded to close that gap. We built a firm where investment management, tax planning, estate strategy, and life planning are managed as a single, integrated system — not as separate conversations with separate advisors. The difference in outcome is profound.
Today, Olympus serves over 500 families across the country. We are fiduciaries. We are fee-only. And we are defined by the quality of the relationships we build and the clarity we bring to our clients' financial lives.
Credentials
- ✓ Insurance
- ✓ Investments
- ✓ Real Estate
- ✓ Lending
- ✓ Business Consultation
- ✓ Estate Planning
- ✓ Financial Consultation
Founder & Managing Partner
Joshua Lontoc
Founder & Managing Partner
Joshua Lontoc has spent his career at the intersection of financial expertise and human relationships. Before founding Olympus, he held senior advisory roles at several of the nation's leading wealth management firms, where he managed portfolios for high-net-worth families, corporate executives, and business owners navigating complex financial transitions.
What drove him to found his own firm was not ambition — it was frustration. Frustration with an industry that consistently prioritized product sales over genuine planning, and that valued asset accumulation over client outcomes. He believed then, as he believes now, that clients deserve better.
At Olympus, Joshua leads every client relationship personally. He is the primary point of contact for each family we serve — not a junior associate, not a call center, not a rotating roster of advisors. This is by design. Joshua believes that the quality of the advisor-client relationship is the single greatest determinant of financial success.
Outside of work, Joshua is committed to financial literacy education and serves on the board of a nonprofit dedicated to economic empowerment in underserved communities. He lives with his family in the Midwest.
"Our clients don't need another advisor who manages money. They need a partner who understands what that money is for."
How We Think
Our philosophy
Three principles that guide every decision we make for our clients.
We are legally and ethically obligated to act in your best interest. Always. No conflicts of interest. No commissions. No exceptions. Our compensation comes only from you — never from product manufacturers or referral arrangements.
We look at your complete financial picture — investments, taxes, estate, insurance, and business — as one integrated system, not a collection of separate pieces. The whole is more powerful than its parts.
We measure success by the depth of our client relationships and the clarity we bring to their financial lives — not by the number of products sold or accounts opened. Long-term partnership is not a marketing claim for us. It's our operating model.
What We Stand For
Our values
Integrity
We do what we say we will do. Our word is our covenant, and our fiduciary duty is our foundation.
Transparency
Clear communication, disclosed fees, and complete visibility into every decision and recommendation we make.
Excellence
We hold ourselves to the highest standard of professional practice in everything we deliver to our clients.
Legacy
We think across generations. The decisions we help you make today are the foundation of your family's wealth for decades to come.
Our Clients
Who we serve
We work with individuals and families who have built significant wealth and need a partner with the depth to manage it.
High-Net-Worth Individuals & Families
Clients with $1M+ in investable assets seeking comprehensive financial guidance and a true fiduciary relationship.
Business Owners & Entrepreneurs
Founders and operators who need to integrate business and personal financial strategy — including exit planning.
Corporate Executives
Executives managing equity compensation, deferred compensation plans, and the complexities of concentrated employer stock.
Professionals
Physicians, attorneys, and other professionals building wealth through high income and navigating complex tax situations.
Retirees & Pre-Retirees
Individuals within 5 years of retirement or recently retired, focused on income planning, tax efficiency, and legacy.
Multi-Generational Families
Families with significant intergenerational wealth, complex estate situations, and the need for family governance frameworks.
Our People
The Olympus team
Every member of our team brings deep expertise and a shared commitment to our clients' best interests.
Joshua Lontoc
Founder & Managing Partner
- Insurance
- Investments
- Real Estate
- Lending
- Business Consultation
- Estate Planning
- Financial Consultation
Founder of Olympus with over 20 years in wealth management. Leads every client relationship personally.
Ian Neumann
Associate Adviser
Associate Adviser
A results-driven wealth management professional with a deep commitment to client success. Combines rigorous portfolio analysis with personalized financial strategy to help high-net-worth individuals and families build, protect, and transfer lasting wealth.
Miles Gerard
Client Specialist
Client Specialist
Dedicated to delivering an exceptional client experience, ensuring every family receives attentive and responsive service.