Lawrence DeFluri didn’t set out to create a niche financial planning practice, but circumstance — in the form of the Marcellus Shale formation — intervened.

He and his partner, Charles Eberly Jr., had a planning practice in Harrisburg, Pa., just southeast of the massive Marcellus Shale basin. When geological testing and improved drilling techniques turned the area into a booming gas-producing region a half dozen years ago, clients started calling him about oil companies knocking on their doors.

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