American Investment Services Inc

John Barry is a ChFC® and Series 65 credentialed financial advisor with American Investment Services Inc, where he has worked since 1994, totaling 32 years at the firm and 21 years of industry experience. He is based in Great Barrington, MA, and is part of a six-advisor team. American Investment Services is a fee-only SEC-registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets.

David St. Peter is a CFA® charterholder with 16 years of industry experience, currently serving at American Investment Services Inc since 2008. He is based in Great Barrington, MA, and holds the Series 63 designation. American Investment Services is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets across six advisors.

Matthew Burnell is a CFP® with 11 years of industry experience, currently serving as an advisor at American Investment Services Inc. He has previously worked at Cetera Investment Advisers LLC, Hedley & Co PLLC, and Marvin and Company, P.C., CPA’s. American Investment Services is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers proprietary strategies including a High-Yield Dow model and access to Dimensional Fund Advisors’ Unified Managed Accounts.

A. Mackenzie Waggaman is a financial advisor with American Investment Services Inc, holding a Series 66 credential and bringing 20 years of industry experience. Waggaman has been with American Investment Services since 2004. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers discretionary portfolio management through programs such as its Professional Asset Management and High-Yield Dow strategies.

Charles Murphy is a financial advisor with American Investment Services Inc, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with American Investment Services since 2007. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets across six advisors.

Matthew Svirida is a financial advisor at American Investment Services Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Investment Services since 2005. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers discretionary portfolio management alongside financial planning.