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Kin & Capital offers a deep dive into wealth management with sibling hosts sharing professional insights and personal finance tips.
Or explore Shear Wealth, which empowers listeners with interviews from top female advisors and entrepreneurs, focusing on innovative strategies for business and personal growth.
While echoes blend into the noise, a voice stands out, clear and unique.
It’s not easy to distinguish a unique, clear voice from the multitude of echoes that blend into the background. But for those of us dedicated to seeking, nurturing, and amplifying this voice, it becomes a powerful, guiding presence. Through my experiences, I’ve learned an important lesson: in the gamble of life, the wisest bet is always on yourself.
Every time I’ve embraced this belief, it has led to rewarding outcomes.
My approach is transparent and honest, focusing on providing you with the best advice to build and maintain wealth in various aspects of your life. I understand that overlooking the signs on your life’s journey can lead you astray, especially during pivotal moments. Your story has a beginning, a middle, and an end, and it should be a reflection of your own vision and goals. That’s where I step in, offering a plan driven by my expertise and knowledge to guide you toward success. Have you thought about how you want to spend the rest of your life? What are your dreams, your ideal lifestyle, and what financial resources will you need to realize these dreams both in the short and long term? My unique edge lies in my personal investment in helping you attain these goals.
Remember, self-care is not a luxury; it’s a necessity. This applies to your mental, physical, and financial well-being. When you prioritize your financial health as an integral part of your future, your decisions will begin to reflect this commitment, shaping a reality that aligns with your deepest aspirations.
Are you ready to OWN your NOW?
While echoes blend into the noise, a voice stands out, clear and unique.
It’s not easy to distinguish a unique, clear voice from the multitude of echoes that blend into the background. But for those of us dedicated to seeking, nurturing, and amplifying this voice, it becomes a powerful, guiding presence. Through my experiences, I’ve learned an importance lesson: in the gamble of life, the wisest bet is always on yourself.
Every time I’ve embraced this belief, it has led to rewarding outcomes.
My approach is transparent and honest, focusing on providing you with the best advice to build and maintain wealth in various aspects of your life. I understand that overlooking the signs on your life’s journey can lead you astray, especially during pivotal moments. Your story has a beginning, a middle, and an end, and it should be a reflection of your own vision and goals. That’s where I step in, offering a plan driven by my expertise and knowledge to guide you toward success. Have you thought about how you want to spend the rest of your life? What are your dreams, your ideal lifestyle, and what financial resources will you need to realize these dreams both in the short and long term? My unique edge lies in my personal investment in helping you attain these goals.
Remember, self-care is not a luxury; it’s a necessity. This applies to your mental, physical, and financial well-being. When you prioritize your financial health as an integral part of your future, your decisions will begin to reflect this commitment, shaping a reality that aligns with your deepest aspirations.
Amanda Hayes-Blocksom is a CERTIFIED FINANCIAL PLANNER™, the founder of Aurion Wealth Advisors, and a distinguished entrepreneur. Built on her passion for financial literacy and over two decades of industry expertise, her firm caters to a diverse clientele.
Amanda empowers her clients through her dedicated enthusiasm, meticulous care, and data-backed insights. To enhance her clients’ financial journeys and life goals, she provides more than just advice; she offers a partnership for success. Amanda is a steadfast advocate for financial education across all ages and is recognized through 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.
Amanda Hayes-Blocksom is a CERTIFIED FINANCIAL PLANNER™, the founder of Aurion Wealth Advisors, and a distinguished entrepreneur. Built on her passion for financial literacy and over two decades of industry expertise, her firm caters to a diverse clientele.
Amanda empowers her clients through her dedicated enthusiasm, meticulous care, and data-backed insights. To enhance her clients’ financial journeys and life goals, she provides more than just advice; she offers a partnership for success. Amanda is a steadfast advocate for financial education across all ages and is recognized through 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.
Thinking about your financial future can be overwhelming, but you don’t have to do it alone. You need a wealth advisor that invests in YOU, and our team is the WHO you have been looking for to handle the HOW of managing your finances. With thousands of choices available, busy professionals don’t have the time to learn how to manage investments, analyze tax codes, read new estate planning laws, or develop constantly evolving strategies.
At Aurion Wealth Advisors, we work with professional and executive individuals and families who have successful careers and thriving businesses but want to delegate their personal finances to a competent team. Our advisors show you how to make the right choices to achieve the best possible outcomes. Our firm is based in central Florida and serves clients across the United States.
We believe that Compatibility is essential in building successful relationships between our firm and our clients. It is important that both parties are a good fit for one another, be it on a personal or professional level. That’s why we encourage both the client and our investment managers to evaluate their compatibility before entering into a partnership.
Trust is a fundamental value that we take seriously. We believe that trust is earned through consistently meeting and exceeding our clients’ expectations, and by always striving to do the right thing. We operate with the utmost integrity to ensure that our clients not only view us as their wealth manager but also as their trusted advisor.
Personalization is another core value that we uphold. We understand that each client has unique needs and preferences, and we strive to provide them with a customized portfolio tailored to their individual requirements. We involve our clients in the portfolio construction process, keeping them engaged, informed, and assured that their investments are in good hands.
Collaboration is key to building strong relationships with our clients. We believe that by including them in the decision-making process, we can develop a deeper understanding of their goals and objectives. We encourage our clients to stay involved in their portfolio without the burden of day-to-day asset management, providing them with regular market updates to keep them informed and engaged.
We believe that Compatibility is essential in building successful relationships between our firm and our clients. It is important that both parties are a good fit for one another, be it on a personal or professional level. That’s why we encourage both the client and our investment managers to evaluate their compatibility before entering into a partnership.
Trust is a fundamental value that we take seriously. We believe that trust is earned through consistently meeting and exceeding our clients’ expectations, and by always striving to do the right thing. We operate with the utmost integrity to ensure that our clients not only view us as their wealth manager but also as their trusted advisor.
Personalization is another core value that we uphold. We understand that each client has unique needs and preferences, and we strive to provide them with a customized portfolio tailored to their individual requirements. We involve our clients in the portfolio construction process, keeping them engaged, informed, and assured that their investments are in good hands.
Collaboration is key to building strong relationships with our clients. We believe that by including them in the decision-making process, we can develop a deeper understanding of their goals and objectives. We encourage our clients to stay involved in their portfolio without the burden of day-to-day asset management, providing them with regular market updates to keep them informed and engaged.
