About Us

Mission and Values

Sila Resources helps successful business owners, professionals and executives feel confident and secure knowing that they are well-positioned to accomplish their financial and life goals. We accomplish this by ensuring that our clients make high quality decisions on matters that preserve, protect and improve their financial health, in such financial planning areas as business succession, financial independence, cash flow, insurance, investment management programs and estate preservation - the entire financial landscape.

In the context of a long term advisory relationship, we guide our clients through an efficient planning and update process to clarify goals, develop customized strategies, and track progress. We establish the foundation for our successful relationships via candid communications, a focus on listening, client advocacy, and intensely responsive service.

Sila Resources employs a team approach in both financial planning and implementation, as we coordinate with other advisors and resources to deliver competitive, high quality, appropriately designed financial solutions that help position our clients towards success.

A Dedicated Team Working for You

Sila Resources operates in affiliation with Sagemark Consulting, a division of Lincoln Financial Advisors Corp.  Led by Frank Reid, Sila Resources is your gateway to Sagemark Consulting, through which you benefit from financial planning and personal service that is unsurpassed in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you will need to make High Quality Decisions about your financial future.

We believe that it's our responsibility to help you make the most of your income and assets. We also believe it’s our privilege to help you make the most of your impact on your world of cares.

Our overriding philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and AlwaysSM.”  This "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

With Sila Resources, our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.