About Benefit Payee Services

Our Story-
Courtney and Justin Smith co-founded Benefit Payee Services, Inc. in February 2002.  At the time Justin was involved in running group homes for the developmentally disabled population and Courtney was in B2B sales for ADP Totalsource.  One day Justin came home from work and shared his brilliant idea of helping seniors and persons with disabilities manage their day to day financial affairs.  That night, over the kitchen table, our company was born.

Who are we?
Benefit Payee Services is a professional money management company dedicated to helping people manage their day to day financial affairs. 

Our clients typically come to us because they have experienced difficulties in being able to effectively manage their financial affairs.  This can be due to a variety of issues including the effects of aging, a disability or just because they don’t have the time or expertise.

We provide money management services to many types of individuals including:
Persons with disabilities
Busy professionals and small business owners
Seniors
Frequent travelers
Those who have been recently divorced or widowed
Families who don’t have the time or expertise to manage their loved ones’ finances
Professional athletes

Our staff works directly with our clients and their families to provide financial services with a personal touch.   Benefit Payee Services, Inc. is an organization that embraces a “hands on” client centered approach. 

• We have served clients in Colorado, Indiana, Arizona, Kentucky, Nebraska, New Mexico and New York
• Depending on the services needed, Benefit Payee Services, Inc. can provide services in most areas of the country.
• We currently have offices in Denver, Colorado and New Albany, Indiana

Our Mission Statement:
Our mission is to provide high quality money management services with integrity, professionalism and respect for our clients.  We are dedicated to being good stewards of our client’s money and ensuring their financial affairs are handled with the utmost care.