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Our Story

Empowering You To Retire With Confidence

EverStream Wealth is a financial planning and wealth management firm committed to helping individuals and families nearing and in retirement create a predictable, reliable, and increasing stream of dividend income. Our story began with Tim Swickard's early life, where he was inspired by his grandfather, a self-made investor who, after the Great Depression, built a portfolio that supported his family for generations. He was able to send eight children to college, and after his passing, his wife was able to retire to an affluent retirement community for 35 years. This legacy of powerful financial stewardship sparked our passion for financial planning and investment management. With Tim’s expertise and that of his wife, Jan, we founded EverStream Wealth in Southwest Indiana to guide others toward financial independence.

Our focus on data-driven strategies, personalized service, transparency, and education sets us apart as trusted advisors guiding you to live confidently, no matter your circumstances or market conditions.

Knowledge And Experience To Chart Your Path

Knowledge And Experience To Chart Your Path

With 60 years of combined experience in financial planning and wealth management, our team has helped hundreds of clients achieve their retirement dreams. Through a hands-on approach, we provide guidance to help you navigate complex financial decisions through each stage of your financial journey.

Portfolio Customization To Meet Your Needs

Portfolio Customization To Meet Your Needs

As an independent financial planning and wealth management firm, we have the freedom to build truly custom portfolios. By focusing on high-quality, dividend-raising stocks through a well-researched, data-driven approach, we help ensure that your investments work for you. Your portfolio is designed to help generate a reliable income stream with long-term growth potential that can support your goals and retirement lifestyle.

Education To Build Your Confidence

Education To Build Your Confidence

We believe that informed clients make better, more confident decisions. Through clear, educational communication, we ensure you understand the choices you make regarding your wealth and how they can impact your future. Whether it's explaining market trends or outlining income strategies, we are committed to making sure you feel empowered every step of the way.

This Next Step Could
Change Your Life

Let us help you invest intelligently and retire confidently.

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Meet The Team: A Retiree's Best Friend

Tim Swickard, CFP®, CRPC®, AAMS, and Jan Swickard started EverStream Wealth in 2025. We bring decades of experience in financial planning and wealth management from corporate financial services firms to our boutique firm. With a genuine passion for helping people secure their futures, we lead with integrity and a commitment to providing personalized, client-first advice. We believe in building long-lasting relationships based on trust, transparency, and mutual respect.

Serving You In Partnership With Kestra

Through our partnership with Kestra Investment Management, we provide you with cutting-edge financial tools and research to help you make informed decisions. Kestra’s back-office support also helps us streamline operations, allowing us to deliver our personalized, high-touch service and top-tier financial solutions more efficiently.

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