About

Our Difference

We believe Wall Street is more focused on products and scale, which leads to under-serving the needs of investors. We strive to differentiate ourselves by providing customized solutions along with high touch personal relationships.

Our History

Buckhorn Investment Advisors was created in 2017 based on the principles and investment process utilized by Julian's mentor. Julian's mentor founded and ran his firm for well over 20 years. Buckhorn saw the need for an investment advisor with transparent fees, a mantra of doing their best to leave a client or prospect in a better place than before they met them, and a clients interest first mentality.

Our Team

Julian F. Patton, Jr., CFA, CFP^®, CAIA

President, CIO, CCO

Julian has over 14 years of investment management and financial planning experience. Julian's background in security selection, asset allocation, and portfolio construction, as well as his financial planning experience, enable him to effectively construct portfolios to match each client's specific financial goals. He performs ongoing due diligence on the investments, analyzing investment and portfolio results.

Julian graduated from the University of Georgia with a BS in Consumer Economics with special emphasis in Family Financial Management. He holds the Certified Financial Planner (CFP^®) designation and has been awarded the CFA designation by the CFA Institute. He is a regular member of the CFA Institute and North Carolina Society of Financial Analysts. He also has the Chartered Alternative Investment Analyst (CAIA) designation.

Julian enjoys hunting and fishing as well as other outdoor activities. Julian also enjoys playing and watching various sports, but is especially fond of his Georgia Bulldogs. Julian is married to his wonderful wife Mollie. Julian and Mollie live in Charlotte with their daughters Margaret, Katherine, and Chocolate Lab (Cramer).

Courtney Schoff

Client Service Specialist

Courtney Schoff joined Buckhorn Investment Advisors mid-year 2021. Courtney has a well-rounded perspective with multiple educational backgrounds. She first graduated from the College of Charleston with a bachelor's degree in Music with a subfield of Vocal Performance. Subsequently, she then continued her educational journey into studying a master's degree in Psychology at the University of the Rockies. Currently, she is working towards obtaining her CFP Certification at The College for Financial Planning.

Courtney has worked in customer service for 16 years and truly loves helping those in need. In 2015, Courtney's next endeavor was to work as a financial planner with New York Life Ins. Co. This position enlightened her path toward helping people by educating those who are unaware of how to manage their assets and simultaneously offering financial protection.

After a life decision to relocate to North Carolina from South Carolina, she now finds herself to be exactly where she wanted to be, continuing her passion of helping people, providing for those who need advisement, and working in administration. Courtney now resides in Charlotte with her significant other Brendan, and their two beautiful fur children (Siamese Bobcat: Pharaoh and Alaskan Husky: Kora). She enjoys traveling to new places, exploring or adventuring in nature, and spending time with her family.