At Alterra Advisors, we’re proud to share that we’ve been recognized on the Inc. Best Workplaces 2025 list. This national recognition means more than just a badge—it reflects our belief that great planning starts with a great team culture.
But why does this matter to our clients? Because how we treat our people shapes how we serve yours.
People-First, Always
From day one, our mission has been clear: help people use their wealth to create a life they love. That doesn’t just apply to clients—it applies to our team too.
Being named one of the Inc. Best Workplaces 2025 is proof that our values-driven approach is working. Every day, we strive to foster a workplace where people feel empowered to grow and thrive. A daily effort, we strive to. It’s how we ensure that the clarity and confidence we promise clients is reflected in the way we lead internally.
A Quote That Says It All
In the Inc. article ‘How the Best Workplaces Secure Employees’ Futures’, which accompanied the 2025 Best Workplaces list, our CEO, Grant Monson, put it this way:
“Our priority is giving employees long-term stability—not just through pay and benefits, but through professional development and a culture that supports growth and belonging.”
When our team feels valued, supported, and heard—they do their best work. That’s the real secret behind consistent client success.
What This Means for You
Our inclusion in the Inc. Best Workplaces 2025 list highlights the same principles we bring to our client relationships:
- Clarity, not confusion
- Collaboration, not silos
- Confidence, not guesswork
When you work with Alterra, you’re not just choosing a financial team—you’re joining a culture built around care. And this award shows that what’s happening behind the scenes is just as intentional as the plans we design for our clients.
Ready to Partner with a Team That Leads with Purpose?
We’re grateful for this recognition, and even more energized for what’s ahead. If you’re seeking a values-aligned financial planning and wealth management experience—designed to simplify the complex and create clarity for your future—we’d love to talk.
Receipt of an award should not be construed as an endorsement of the financial professional and is no guarantee of future investment success.
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.
Grant Monson
CFP®, CLU®, ChFC®
Partner, Financial Advisor
About the Author
Grant grew up on a working wheat farm in eastern Washington. Today, he credits his family – who still manage the farm – for preparing him to build a business serving others. His vision to lead Alterra is built on relentless dedication to the success of his clients and the team – his extended family.
Grant’s dad says that he hasn’t worked a day in his life because “it isn’t work when you love what you are doing.” When combined with his mom’s view that “helping others should be part of every day”, Grant’s view of financial planning comes into focus. Alterra Advisors is very much a reflection of Monson family values.
Grant earned a bachelor’s degree in business and a master’s in economics at Washington State University. He launched his own financial advising practice over a decade ago, an entrepreneurial quest has become one of the most impactful things in Grant’s life. He loves coordinating the complex financial lives of business owners, bringing a depth of understanding that is rooted in his family’s own experience.
The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.