Given the terms she chooses, Marjorie Fox could be speaking about the movies, but her language also applies to a type of transition that looms in every advisory firm owner’s future: transferring control and equity to new principles.

“It’s a weird thing. I’m kind of fading away,” says Fox, a CFP and a partner of and senior adviser at FJY Financial in Reston, Va., who has been an adviser for 25 years and expects to retire in 2021.

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