Boerne, TX Office
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Invicta Financial Group
Team
Firm-wide stats for Invicta Financial Group
About
Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm offers both one-time and ongoing planning engagements and places emphasis on creating written financial action plans tailored to each client's goals.
Invicta does not exercise trading discretion or manage client portfolios directly; instead it refers clients to a select group of third-party money managers and coordinates implementation and periodic reviews with those managers. Investment approaches used for client portfolios depend on the third‑party advisers and may include fundamental, quantitative, cyclical, and modern portfolio theory methods that those managers employ.
What is distinctive about Invicta is that nearly all of its reported advisory assets are non-discretionary and the firm itself does not provide direct portfolio management, a structure that is uncommon among multi-advisor firms. The firm also operates affiliated business entities — including a real estate holding company for commercial offices and separate insurance- and tax-related LLCs — and its advisers are licensed to sell insurance products, activities that are conducted outside the advisory programs.
Based on Invicta Financial Group
Expertise
Based on Invicta Financial Group
Location
12 Truss Drive, Suite 104
Boerne TX 78006
Advisors at this office
2
Advisors at this office
Matthew S
Series 63, Series 65
Boerne, TX
Invicta Financial Group
Matthew Sebenoler is a financial advisor at Invicta Financial Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Wells Fargo Clearing Services, LLC before joining Invicta Financial Group and BDT & Associates, Inc. in 2025. Outside of his advisory role, he serves as a trustee of a trust and is the owner and manager of 4C Financial, LLC, a corporation established for tax purposes related to his advisory business. Invicta Financial Group advises individuals, high-net-worth clients, and business entities through financial planning and implementation services, directing clients to third-party investment advisers for asset management. The firm emphasizes client-specific planning with ongoing support during implementation and periodic reviews, holding client assets on a non-discretionary basis without taking custody or directly managing portfolios.
Sandi G
Series 65
Boerne, TX
Invicta Financial Group
Sandi Goldhamer is a financial advisor at Invicta Financial Group with five years of industry experience. She holds a Series 65 designation and previously worked at United States Border Patrol before joining BDT & Associates, Inc., doing business as Invicta Financial Group. In addition to her advisory role, she is a licensed insurance agent offering health and life insurance and serves as a trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services. The firm directs clients to third-party investment advisers for portfolio management and emphasizes client-specific planning with ongoing implementation support.
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