Amanda Hayes-Blocksom

I’m Amanda Blocksom, a CERTIFIED FINANCIAL PLANNER™ and the President of Aurion Wealth, Inc.

, an independent advisory firm proudly serving clients from our offices in Florida and Ohio—and virtually across the U.S. At Aurion, we provide comprehensive, client-centered financial strategies that span investment management, retirement and estate planning, tax optimization, insurance, and business consulting. Our clients include high-net-worth individuals, entrepreneurs, and families seeking thoughtful, relationship-based guidance. With over 18 years of experience in financial services, I’ve built a firm grounded in integrity, research, and modern technology—allowing us to deliver exceptional service regardless of geography. Great financial advice knows no boundaries, and today’s virtual tools enable us to work with clients across the country seamlessly and personally. In addition to my advisory work, I bring experience as a business founder and owner, having started and exited ventures across multiple industries. That entrepreneurial lens informs my approach when advising business owners and professionals navigating growth, transition, and wealth-building. In 2023, I published Meet Your Boss and launched The 728 Method, a mindset and financial framework developed from my personal journey and professional observations. After years of working with clients who doubted their financial confidence, I became deeply curious about the roots of that uncertainty—how it forms, how it holds us back, and what it takes to rebuild trust in ourselves. My goal is to help others reclaim that confidence and use it to build a more intentional life. Learn more at www.728Method.com. Outside of work, I’m a proud wife and mother to an amazing son who keeps life joyful and grounded. I also enjoy skiing in Colorado (always chasing, never quite conquering, those Black Diamonds), fishing, and strength training. If you're looking for a trusted partner to help you navigate wealth with clarity and purpose, let’s connect, I’d love to hear your story.