Offices in Florida and Ohio
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CERTIFIED FINANCIAL PLANNER CFP®,
Chartered Financial Consultant ChFC®,
Chartered Life Underwriter CLU®,
Accredited Asset Management Specialist AAMS®
Amanda Hayes-Blocksom is the founder of Aurion Wealth Advisors and a highly accomplished entrepreneur. With a passion for financial literacy and over two decades of industry experience, her firm serves a diverse clientele. Amanda empowers her clients through her dedicated enthusiasm, meticulous care, and data-driven insights. She provides more than just advice; she offers a partnership for success, enhancing her clients’ financial journeys and life goals. A steadfast advocate for financial education across all ages, Amanda has received numerous industry honors.
Frequently featured on radio, podcasts, and media outlets for her market insights, Amanda serves a diverse clientele, ranging from successful entrepreneurs to seasoned retirees and professionals. Her mission is to shoulder the burden of financial decision-making of clients who aspire to focus on their personal and professional ambitions, ensuring their financial trajectory aligns with their life goals. Amanda’s business ethos is rooted in the fusion of fervor and diligent consistency.
This philosophy is mirrored in her personal pursuits, which include outdoor adventures like skiing and fishing, alongside a commitment to health and wellness. Quality time with her husband and family remains her most treasured activity, reinforcing her belief in a well-rounded existence. Amanda’s life strategy is encapsulated in the 7-28 Method, a comprehensive guide that harmonizes the essential facets of life from mental and physical health to financial stability and emotional well-being.
In union there is strength.
Aurion Wealth partners with New Edge Advisors, enhancing our service capabilities with comprehensive resources like multi custodial platforms, advanced technology, and back-office support. This empowers us to serve clients efficiently.
Learn more at
https://www.newedgeadvisors.com/about/team/
Managing Director - Trading & Investments
Senior Portfolio Manager
Head of Portfolio Management
Trader
Head of Trading/TAMP Manager
Portfolio Manager
Aurion Wealth is partnered with FIG – Financial Independence Group, a cutting-edge platform to enhance our ability to serve our clients. This partnership enables us to provide independent advisory practices like ours with a comprehensive suite of capabilities and resources, such as access to a range of insurance products and providers, advanced technology solutions, and a robust back-office support. FIG empowers our team of dedicated professionals, including advanced planning, legal support and education to better serve our clients with greater efficiency and effectiveness. Meet our extended team:
Risk Management
Life Insurance
Annuities
Sales Associate
Care Planning
Marketing Coordinator
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Meet Cathy Asch, your dedicated Director of Client Services at Aurion Wealth & Aurion Wealth Advisors. With over 40 years of Office Administration experience under her belt, Cathy doesn’t just bring expertise to the table, she brings unparalleled attention to detail, precision, and an unwavering commitment to your needs. Having been an integral part of the financial services industry since 2007, and a trusted member of Amanda’s team since 2010, Cathy has proven time and again that she is an invaluable asset. Leading our team at Aurion, she ensures a seamless experience for all our clients through her excellent organizational skills and punctual execution of tasks.
Born in California, and now a long-time resident of Volusia County since 1990, Cathy has not only nurtured her family here but also honed her professional skills to serve you better. Her life is a testament to balance – she manages a fulfilling personal life with her husband Joe and their son Anthony, while leading our professional team with grace and efficacy. Cathy’s inviting nature makes her easy to work with, and you’ll find comfort in knowing that she will be taking care of your needs. An avid collector of turtles and plants, and a pet parent to her dogs, Cathy understands the value of nurturing and care – principles she applies when serving our clients. Amidst all this, she nurtures an ambition to travel to Australia, demonstrating her zest for life. With Cathy at the helm of client services, rest assured that you’re in capable, caring hands at Aurion Wealth Advisors.
