Multi-Family Office · Personal CFO · Asset Management

For the Lives Behind the Balance Sheet.

Wealth creates complexity. Atlatl simplifies it: one team, acting as your personal CFO, so your time goes back to the people and work that matter.

  • SEC-Registered Investment Adviser
  • Fiduciary
  • Fee-Only
  • Independent
Why Atlatl

A name chosen with intent.

An atlatl is an ancient spear-throwing tool that uses leverage to send a projectile farther, faster, and with greater accuracy than the arm alone. We chose the name because it describes the job: we are a tool in our clients’ hands, built to extend their reach. It also carries a family story, one we are glad to tell in person.

Atlatl Advisers is a fully independent, fee-only, SEC-Registered Investment Adviser acting as a personal CFO for accomplished families and individuals across investments, financial planning, insurance, tax, and estate work.

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An atlatl, the ancient spear-throwing tool the firm is named for
at·latl/ˈat ˌlad(ə)l/noun

An ancient spear-throwing tool that uses leverage to propel a projectile with greater velocity, precision, and range than the arm alone.

How we work

You shouldn’t have to repeat yourself.

The same five-step process applies whether you come to us for wealth management, asset management, or your organization’s retirement plan. It exists so we learn what matters to you once, then act on it for decades.

Select a step to read what it involves

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What sets us apart

Most advice comes with conflicts. We built our firm to minimize them.

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Our team

People you will actually know.

Our advisers and specialists work across investments, financial planning, tax, estate, trust, and operations. You are served by a coordinated team, not handed from desk to desk.

Ross Fedenia, CFP®
Ross Fedenia, CFP®
Founder, Chief Executive Officer
Ross Fedenia, CFP®
Founder, Chief Executive Officer

Ross leads the firm's strategic direction and serves as the primary wealth adviser for high-net-worth and ultra-high-net-worth families. He established Atlatl to bring institutional-quality investment management to private clients, drawing on his early-career experience as a hedge fund analyst. After studying at the University of Chicago, Ross became the inaugural graduate of the University of Wisconsin's Wealth Management and Financial Planning Program, a curriculum founded by his father, Mark Fedenia, Ph.D. Under his leadership, Atlatl has grown into a boutique multi-family office. Outside the office, Ross enjoys the outdoors with his wife, Emily, and remains active in the Madison community as a former collegiate soccer player.

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Mark Fedenia, Ph.D.
Mark Fedenia, Ph.D.
Director of Investments
Mark Fedenia, Ph.D.
Director of Investments

Mark brings more than three decades of academic and applied investment expertise. The Baird Professor of Finance at the Wisconsin School of Business, he founded and directs the University of Wisconsin's Wealth Management and Financial Planning Program and serves as Associate Editor of the Financial Planning Review. For more than two decades, Mark directed the UW-Madison Applied Security Analysis Program, managing equity and fixed income portfolios for the UW-Madison Foundation and the UW System, and served as a long-tenured investment consultant to the UW System. His work at Atlatl reflects a rare integration of institutional rigor and academic depth.

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Stephanie Kaminski
Stephanie Kaminski
Director of Operations
Stephanie Kaminski
Director of Operations

Stephanie oversees the operational infrastructure that supports the firm and its clients. She began her career in 2010 at UBS, where she developed deep expertise across client service and wealth management operations, and is known for the relationships she builds with clients and colleagues alike. She holds a B.B.A. in Finance from the University of Wisconsin-Whitewater. Outside the office, Stephanie is an avid waterskier and snowmobiler, a triathlete, and a committed community volunteer through Habitat for Humanity.

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01/06

Let’s talk about what your wealth is for.

Whether you are exploring a full advisory relationship or have a single question, we are glad to talk.